DOL fiduciary: The battle is just beginning
InvestmentNews senior reporter Mark Schoeff Jr. gets the skinny on the next phase of the fiduciary rule’s rollout.
June 9, 2017 | InvestmentNews.com
Joshua Aron Lichtenstein is an associate at Ropes & Gray LLP where he specializes in ERISA law. In addition, he represents some of the best-known asset managers in the country. In this episode of Fiduciary Focus, InvestmentNews senior reporter Mark Schoeff Jr. asks him about the how life changes now that the Labor Department’s controversial fiduciary rulehas gone into effect and what’s the next step as the rule marches steadily toward the next phase of its implementation.
Go BackRecent News
- Capital Square Opportunity Zone Fund I Pays Distributions for Q1 2023
- Rick Vitale, CFA Returns to Legendary Capital, Bringing Extensive Expertise and Vision to the Firm
- Ryman Hospitality Properties to Acquire JW Marriott Hill Country from BREIT
- Peak Capital Solutions continues expansion with hire for East Coast territory
- Blackstone Real Estate Fund Facing Substantial Redemption Requests
Our firm has been using Blue Vault from the first year it was available.
We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.
We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.
Our clients also appreciate that we conduct this additional due diligence on their behalf.