Archive

Author Archive for Jean-David Larson


Navigating new ESG guidance for fiduciaries

Helping Advisors blog image of light illuminating path forward

The DOL issued new guidance for fiduciaries about ESG investments. Here’s our take.

May 1, 2018 Categories: Portfolio Corner
Curve in road, signifying change to DOL fiduciary rule

A new curve in the fiduciary road: What the Fifth Circuit Court of Appeals’ decision may mean for advisors

The Fifth Circuit Court of Appeals’ decision essentially wipes the Fiduciary Rule off the books. But, that doesn’t mean everything returns to the way it was before the Rule.

Mar 19, 2018 Categories: The Art of Advising
Am I a Fiduciary?

“Am I a fiduciary?” Know how the DOL would answer that

The first phase of the DOL Fiduciary Rule is now live. Get a quick refresher on the key principles of the rule—and considerations for what to do next.

Jun 13, 2017 Categories: The Art of Advising
Sand running through the bulbs of an hourglass

DOL rule not delayed after all

Confused about the DOL fiduciary rule implementation deadline? We’ve got you covered in this update (as of Feb 7, 2017).

Feb 7, 2017 Categories: The Science of Advising
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