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Director, Strategic Accounts and Channel Development July Business Services
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Stones River Consulting
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Regional Sales Director-Mid Atlantic July Business Services
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Daybright Financial
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EPIC RPS
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Spectrum Pension Consultants (part of Daybright Financial)
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Independent Retirement
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Internal Channel Sales Team Lead July Business Services
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Nova 401(k) Associates
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Regional Sales Director-Heartland July Business Services
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Relationship Manager – Defined Contributions Daybright Financial
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Daybright Financial
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Fiduciary Financial Advice to Retirement Savers: Don't Overlook the Prudent Investor Rule
Max M. Schanzenbach, Northwestern University School of Law, and Robert H. Sitkoff, Harvard Law School via SSRN 
June 16, 2016 "This essay calls attention to the regulatory imposition of the prudent investor rule on financial advisers to retirement savers. The essay also canvasses the basic tenets of the prudent investor rule, highlighting its nature as principles-based rather than prescriptive, and the customary role of an investment policy statement in compliance by professional fiduciaries." MORE >> |
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