BAM Intelligence

What Does It Mean to Be a Fiduciary to Your Employees?

Judi Pflaumer on the 5 steps for retirement plan sponsors to ensure their fiduciary responsibility. Read more


Building on Your Financial Dreams With a Personal CFO

Michael Evans on how your wealth can benefit from the oversight of a “personal CFO.” Read more


The Ironic Conflict Of Interest of the Fiduciary Financial Advisor

Tim Maurer on the irony (or not) of fiduciaries supporting a fiduciary rule. Read more


The Three-Step Investor’s Guide to Navigating the Financial Advisory Fiduciary Issue

Tim Maurer with his three-step guide to navigating the fiduciary issue. Read more


“A State of Heart” Featuring Tim Maurer

For some, fiduciary is just a headline. For us, “It’s who we are.” Read more


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