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Recent Posts
- Reasserting ERISA’s Private Enforcement Design: A Rebuttal to EBSA’s “Frivolous Litigation” Narrative
- When Income Is Not Enough: Why the Continued Inclusion of In-Plan Annuities May Breach ERISA Duties When Compared to Capital-Preserving Income Alternatives and Strategies
- The Active Management Value Ratio as a Cost-Benefit Framework: Integrating AI into Fiduciary Prudence Analysis
- Battle of the Best Interests – Whose Are the EBSA and the DOL Supposed to Serve, and Whose Are They Really Serving?
- Guest Article On Supreme Court’s Decision to Hear the Intel Case
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 