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DOL fiduciary: The battle is just beginning

June 14, 2017

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.

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Ramón A. Rivera-Ramos
Blue Vault Nontraded REIT and Nontraded BDC Reviews
September 1, 2016

Blue Vault helps me to stay well informed on the financial status of both open and closed nontraded REITs and BDCs, so that I can help my clients better understand the product, before they make the decision to invest and after.