Will other courts impose pension liabilities on private equity funds?
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States shouldn’t have a role in the regulation of pension plan fiduciaries. Nevada needs to step back and craft an ERISA exemption.
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Hiring fiduciaries need to look at more than just fees and past performance.
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Investment Advisers: How to Use (and how not to use) Social Media and Electronic Communications
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Fiduciaries can learn a lot from recent litigation activity.
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Making Performance Claims: Tips for Compliance Staff at Investment Adviser Firms
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We’ll discuss how to advise wealth management and retirement plan clients while staying compliant.
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Why the move to strengthen fiduciary standards is not dead.
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The SEC proposal’s scope.
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