The Next Chapter in the Active versus Passive Debate

We have completed the sixth iteration of our research study titled “The Next Chapter in the Active versus Passive Management Debate” where we evaluate the persistency of top quartile mutual …

    Asset Allocation | Discretionary/OCIO | Equities | Fixed Income | Investment Manager Research
Webcast: 2021 Financial Planning Guide

The new year brings changes to a wide variety of financial planning areas such as investing, tax planning and estate planning creating an opportune time to review your existing financial …

    Financial Planning
January 2021 Market Recap

    Market Commentary
Optimism Abounds: Equity Rally Stalls but Catches Breadth on Positive Earnings

Key Observations • U.S. equity returns were mixed after a strong December rally while the Treasury curve steepened as investors bet that policymakers would swiftly pass a new $1.9 trillion …

    Investment Manager Research | Market Commentary
DOL Final Rule on Use of Financial Factors in Selecting Plan Investments

The Department of Labor (DOL) has issued its Final Rule regarding the use of financial factors in selecting investments in plans subject to ERISA. The Final Rule clarifies certain provisions …

    Fiduciary and Governance | SRI and ESG
Webcast: 401(k) & 403(b) Litigation

Please join us for the latest on defined contribution plan litigation with: Virginia McGarrity, Partner at Robinson + Cole Brian White, Senior Consultant at Fiducient Advisors Mike Goss, Managing Partner …

    Defined Contribution | Fiduciary and Governance | 401(k) Plan | 403(b)
2021 Financial Planning Guide

The New Year brings changes to a variety of financial planning areas such as investing, tax planning, estate planning and more. The Wealth Office® at Fiducient Advisors assists clients in …

    Financial Planning
Webcast: 2021 Essential Economic Update

JOIN US FOR AN INFORMATIVE AND CONCISE WEBCAST DISCUSSING: • A recap of 2020 – a year like no other – and an overview of Our 2021 Market Outlook • …

    Asset Allocation | Market Commentary
2020 Fourth Quarter Considerations

Click here to read our 2020 Fourth Quarter Considerations. 

    Market Commentary | Quarterly Considerations