Dealing with clients isn’t one size fits all
I believe that in this business, there isn’t a one size fits all. That deals with 3(38) advisors, ...
I believe that in this business, there isn’t a one size fits all. That deals with 3(38) advisors, ...
Environmental, Social, and Corporate Governance (ESG) funds are a hot potato item as the Department ...
As an ERISA attorney an ERISA 3(16) administrator, I’ve been asked by many clients, advisory firms...
Your third-party administrator (TPA) might be asking for the work email addresses and you’re wonde...
I planned on a Las Vegas conference for December, way back in May. I don’t think I was ahead of my...
With travel still a no-no for most of us, it’s going to be virtual events for a while. As we get c...
It seems like every week, there is another major lawsuit against a plan sponsor and one of their ser...
It seems everything is political. I believe the purposes of Environmental, Social, and Governance (E...
I love Las Vegas and the last two times I was there; I didn’t gamble a nickel. I hate gambling bec...
I always joke that I get rid of old grudges to make way for new ones. Recently, an advisor asked abo...