Each calendar quarter, I post approximately 12 articles on my blog. This quarterly digest provides links to the most popular posts during the past three months so that you can catch up on what you missed or re-read them.
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Continue reading In Case You Missed It: fredreish.com Popular Insights
Now that I have completed 100 articles about interesting Angles on birth –and death–of the DOL’s Fiduciary Rule, and the birth of an SEC best interest standard for broker-dealers and RIAs, I am going to start on a new series. The new series, rather than being titled “Angles,” will be called “The Bests.”
So, from now on, my articles—maybe the next 100—will focus on two “bests”—the SEC’s best interest standard and best practices for advisors and plan sponsors.
I figure that the SEC’s best interest rules will be developed and implemented over the next year or two, giving me a wealth of materials for new articles. But, I don’t want to be limited to that. I think that it’s important to talk about best practices for retirement plans and retiree investing and withdrawing, with a focus on helping participants to and through retirement—accumulation and decumulation.
With this introduction of the new series, the articles will begin after the Labor Day break.
Enjoy the dog days of summer . . . family vacations, baseball games and barbeques!
Fred Reish
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The views expressed in this article are the views of Fred Reish, and do not necessarily reflect the views of Drinker Biddle & Reath.
Please join me and my colleague, Brad Campbell, on October 12, 2017 (9:00 am pacific time/ noon eastern time) for the 22nd session of Inside the Beltway, a quarterly audiocast sponsored jointly by Drinker Biddle and Natixis.
During this session of Beltway we will discuss:
Joining us for this session will be Drinker Biddle partners Sandy Grannum, who will discuss possible fiduciary claims in FINRA arbitrations, and Jim Lundy, who will speak about the OCIE ReTIRE initiative and provide a brief update on the SEC’s work on a fiduciary rule.
Please join us for our 20th Inside the Beltway presentation on April 25, 2017. This is the next session in our ongoing series of free audiocasts discussing developments in Washington that directly impact our industry.
During this session of Inside the Beltway Fred Reish and Brad Campbell will discuss:
The audiocast will be recorded and available to all registrants within a week of the presentation. An Outlook appointment request will be sent with registration confirmation.
Questions? Please contact liz.jutila@dbr.com.
