UPCOMING EVENTS

2/16/2017
This week the new Financial CHOICE Act that would modify Dodd-Frank and other financial services’ regulation is expected to be unveiled. IA Watch has ...
2/16/2017
IA Watch has spoken with sources with the Financial Planning Coalition who met Feb. 14 with the White House’s Office of Management and Budget about th...
2/16/2017
In ERISA parlance, if you manage investments for a plan you’re either a so-called 3(21) or a 3(38) fiduciary – the numbers originating from ERISA’s va...
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