UNLOCK THE POWER OF THE VAULT

BUT WHO WILL PROTECT INVESTORS FROM THE DEPARTMENT OF LABOR?

March 23, 2016

MONDAY, MARCH 21, 2016 | Illinois Review

The Department of Labor wants to impose new rules to ensure financial fiduciaries act in the best interests of their clients. But the department’s so-called “fiduciary rule” defines “fiduciary” so broadly that virtually anybody in the financial services industry—including broadcast financial commentators—could be deemed liable for advice they give, writes John Berlau. Further, he says, the rule’s definition of “best interest” is so vague that it would lead to restricted investment options for American savers.

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Gil Armour, CFP
February 3, 2016

I have been using Blue Vault Partners for the past five years.  I have found them to be a valuable, unbiased resource when it comes to evaluating and comparing non-traded REITs.  The reports help me analyze which sponsors are doing a responsible job of managing their offerings.  This allows me to limit my REIT recommendations to only the most competitive products, and then track those REITs throughout their life cycle.