Expanding the IPS to the rest of your financial and personal life
Posted by Norman M. Boone, MBA, CFP® on April 06, 2015
An Update to Reg D could be Opportunity for Advisors Willing to Take on Additional Due Diligence
Posted by Bennett Aikin on March 25, 2015
Tibble v. Edison: Why investment monitoring is as important as investment selection
Posted by Roger L. Levy, LLM, AIFA® on March 03, 2015
The ultimate decision of the Supreme Court in this ERISA fee litigation case will have a lasting impact on how we understand the fiduciary duty to monitor. In this guest post from AIFA designee Roger Levy, read why fi360's Prudent Practices say the standard for monitoring an investment is as stringent as the standard used to select an investment.
How Long Should An IPS Be?
Posted by Norman M Boone, MBA, CFP® on February 24, 2015
White House Stirs Up Fiduciary Debate
Posted by Bennett Aikin on February 23, 2015
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