Editor's Note

Where's Waldo? Finding the Fiduciary in Regulation Best Interest

Duane Thompson, AIFA^®

The Harmonization Trap: Why Advisors Should Demand Truth-in-Labeling Rather Than a Uniform Fiduciary Standard

Scott MacKillop, JD

Will Australia’s New Advisor Competency Standards Be a Road Map for U.S. Regulators?

Michael Kitces, MSFS, CFP^®, CLU, ChFC, RHU, REBC, CASL

Fiduciary Update: Using ESG Factors in ERISA Plans

Dan Cassidy, FSA, CFA^®

Women and Retirement Security

Anna M. Rappaport, MAAA, FSA
Nevenka Vrdoljak

Cruisin' for a Bruisin' with TDFs: Five Reasons Why Target-Date Funds Should Be Safer

Ronald J. Surz

An Advisor Road Map to the Corporate Trustee Industry—Past, Present, and Future

Christopher Holtby, CIMA^®, CPWA^®

Mock Exams: Dress Rehearsals for the Real Thing

Conor I. Anderson
Ann F. Keitner

Crowdsourcing Organizational Ethics: Why We Need More Self-Governance

Carsten Tams

Implications for Advisors: Quantitative Easing to Quantitative Tightening

Bob Rice

The Case for Third-Party, Independent Certification

Sean R. Walters, CAE^®

New Online Course Helps Practitioners Communicate Their Value, Ethics, and Expertise to Clients

Recent CIMA(R) Certificants

Retirement Management Forum: Helping Advisors Prepare Clients for Success in Retirement