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Regulatory Education
Time for an IPS Refresh: Incorporating Emerging Trends into Your Plan Design
Curated content for RIAs.
To help plan sponsors better understand how to ensure their investment policy statement (IPS) is clear and current, we spoke with renowned ERISA attorney Hon. Brad Campbell about three areas where well-intentioned but unclear or outdated IPS language can create problems.
Policy and Regulatory Commentary
Full Cabinet, Bare Shelves
Cabinet (the secretaries of Treasury, Defense, Education, and the like) is full, but many key supporting roles are not.
Policy and Regulatory Commentary
All Eyes on the Fed
To understand progressives’ disappointment with their president, let’s examine the Fed’s structure — and the vice chair for supervision’s place in it.
Policy and Regulatory Commentary
Thanksgiving Inflation and the Coming Fed Fight
Going into the holidays, it is likely inflation worries will get worse before they get better.
Client Relationships
[CE Credit] Integrating Community to Grow Your Practice
Several tangible ideas you can implement to enhance your brand, connect with prospective clients, and deepen relationships with current clients through authentic community integration.
Policy and Regulatory Commentary
“The Great Resignation” … On Capitol Hill
While labor experts contemplate the causes and implications of the so-called “Great Resignation,” it seems members of Congress are jumping on the bandwagon.
Policy and Regulatory Commentary
The Midterms Are Upon Us
A deeper look at virginia’s election results and presidential approval & past midterm elections.