In-SECURE feelings, reading the fee leaves, and as the DOL turns over.
Preferred Members
Reg “Son-of-a” BI, a necessary “Fee”-vil, and the coming ESG kerfuffle
Cal Shakes Retirement, Brokers Proest BI, and the Market Was Open on Friday.
Compliance basics, fiduciary reg irrelevance, and belly up to the investment bar.
Ascending States, Conflicts in Paradise, and Unicorns and Rainbows.
SEC’s best interest, ERISA’s fiduciary, and through the floor on fees.
Waiting for the Senate and a Fiduciary guessing game.
SECURE Act recap, BI coming, and ESG sizzling.









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Promising Policies (Again), As the Fiduciary Word Turns, and Are Fees Too Low?