Publications

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Recent Insights

Interesting Angles on the DOL’s Fiduciary Rule #55

The DOL’s RFI and the Recommendation of Annuities

This is my 55th article about interesting observations concerning the Department of Labor’s fiduciary rule and exemptions....

Interesting Angles on the DOL’s Fiduciary Rule #54

The DOL’s RFI and Possible changes to BICE

This is my 54th article about interesting observations concerning the Department of Labor’s fiduciary rule and exemptions....

Interesting Angles on the DOL’s Fiduciary Rule #53

The Fiduciary Rule and Discretionary Investment Management

This is my 53rd article about interesting observations concerning the Department of Labor’s fiduciary rule and exemptions. These...