Expanding the IPS to the rest of your financial and personal life

Posted by Norman M. Boone, MBA, CFP® on April 06, 2015

An Update to Reg D could be Opportunity for Advisors Willing to Take on Additional Due Diligence

Posted by Bennett Aikin on March 25, 2015

Tibble v. Edison: Why investment monitoring is as important as investment selection

Posted by Roger L. Levy, LLM, AIFA® on March 03, 2015

The ultimate decision of the Supreme Court in this ERISA fee litigation case will have a lasting impact on how we understand the fiduciary duty to monitor. In this guest post from AIFA designee Roger Levy, read why fi360's Prudent Practices say the standard for monitoring an investment is as stringent as the standard used to select an investment.

How Long Should An IPS Be?

Posted by Norman M Boone, MBA, CFP® on February 24, 2015

White House Stirs Up Fiduciary Debate

Posted by Bennett Aikin on February 23, 2015