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Recent Posts
- May It Please The Court: THE EBSA’s Legally Unsupported, Unfounded, and Bootstrapped Policies Create a Systemic Threat to Plan Participants and Plan Sponsors Alike and Must Be Rejected
- A Call for Senate Oversight Hearings: The Systemic Risk to Plan Sponsors and Plan Participants Created by the EBSA’s Expansive and Legally Unsupported Extrapolations of ERISA Fiduciary Principles
- DOL/EBSA Field Assistance Bulletin 2026-01 Is Not Entitled to Judicial Deference Under The Loper Bright Decision
- Fatally Flawed: Why DOL Administrative Bulletin 2026-01 Will Not, and Should Not, Withstand Judicial Scrutiny
- Terminal Wealth: The True Fiduciary Prudence Paradigm with Regard to the In-Plan Annuity Scam
The Prudent Investment Adviser Rules
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Category Archives: Uncategorized
Integrated Estate Planning: A Win-Win for Both Clients and Wealth Managers
The concept of wealth management is an interesting proposition. A recent study by CEG Worldwide concluded that only 6 percent of those holding themselves out as wealth managers actually provided comprehensive wealth management services, with the remaining 94 percent simply … Continue reading
The Times They Are A Changin’
With the pending release by the SEC of the new fiduciary rules, I have received a lot of e-mails and calls regarding the potential implications for currently registered investment advisers. Since investment advisers have been held to be fiduciaries under both the … Continue reading
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IA Insight is a blog for investment advisers and those who advise investment advisers, such as attorneys and compliance personnel. The goal is to provide practical and meaningful information to help investment advisers and their advisers develop and maintain acceptable “best … Continue reading
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The Prudent Investment Fiduciary Rules 