Remove Ethics Remove Fiduciary Duty Remove Portfolio Management
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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. How do you bring your work ethic and your sense of accountability into the office? We have a fiduciary duty to them. How do you manage around that 00:38:22 [Speaker Changed] As a disciplined investment shop?

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Should you die and go to hell before selling an annuity?

Sara Grillo

Do advisors breach fiduciary duty when they fail to recommend annuities? Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same “fiduciary standard” as Registered Investment Advisers (RIAs) with the SEC or state regulators?