April 8, 2022 4:57 pm Published by hailey.blank@fiduciarywise.com With the recent outcome of the U.S. Supreme Court Case, Hughes v. Northwestern Univ., the other recent 2020 Putnam Investments, LLC v. Brotherston case is something we’re referring to! In the latest episode of Two Fiduciary Nerds Disturbing the Peace with Jackie Reeves and Don Jones, our two co-hosts get nerdy discussing the case. For [...]
March 31, 2022 5:51 pm Published by hailey.blank@fiduciarywise.com Fiduciary Wise is pleased to announce Marta Hurst, QKA®, as a new partner! With over 17 years of industry expertise, Marta Hurst has become the newest partner at Fiduciary Wise. She has worked with Financial Advisors and business owners to consult on a variety of qualified plan matters. Hurst uses her knowledge of retirement plans [...]
March 24, 2022 10:49 pm Published by hailey.blank@fiduciarywise.com The Responsible Fiduciaries of a retirement plan have significant fiduciary obligations to manage the plan assets and oversee operations. The guidelines of the Employee Retirement Income Security Act of 1974 (ERISA) require the named fiduciaries of the Plan to carry out due diligence in running the Plan. A very good way to address these fiduciary [...]
March 4, 2022 2:39 pm Published by hailey.blank@fiduciarywise.com With the recent outcome of the U.S. Supreme Court Case, Hughes v. Northwestern Univ., the 2007 Tibble v. Edison International case is on our minds! In the latest episode of Two Fiduciary Nerds Disturbing the Peace with Jackie Reeves and Don Jones, our two co-hosts get nerdy discussing the case that paved the way for [...]
February 10, 2022 11:35 pm Published by hailey.blank@fiduciarywise.com You may have been following the recent U.S. Supreme Court Case, Hughes v. Northwestern Univ. The outcome of this groundbreaking case is so important to breakdown and you know Jackie and Don have a lot to say on the topic but we want to hear your thoughts too! Let us know what you think by [...]
January 12, 2022 7:22 pm Published by hailey.blank@fiduciarywise.com Yes, we’re back! Back, again! Celebrate the new year with a little disruption and watch the latest episode of Two Nerds! The Greatest Secret in ERISA It took Don nearly 20 years to really understand and many in the industry are not adequately informed. Check out the episode to hear our thoughts on the topic. Join Don [...]
December 15, 2021 10:10 pm Published by hailey.blank@fiduciarywise.com Fiduciary Wise, in partnership with Bell Rock Capital, has released the third video in our new web series. Suitability vs. Fiduciary Standards is a great conversation starter and we hope to see you in the comment section! Suitability is just…average. It’s a term used by non-fiduciaries in the financial industry that really means nothing to protecting [...]
November 16, 2021 6:23 pm Published by hailey.blank@fiduciarywise.com Fiduciary Wise, in partnership with Bell Rock Capital, has released the anticipated second episode in their brand-new video series. “Two Fiduciary Nerds Disturbing the Peace” is a monthly webisode diving into thought-provoking subjects in the investment and financial industry. “Two Nerds” features Jackie Reeves, the Managing Director at Bell Rock Capital, a registered investment firm, and Don [...]
September 29, 2021 2:43 am Published by hailey.blank@fiduciarywise.com Fiduciary Wise, in partnership with Bell Rock Capital, is excited to announce a brand-new video series. “Two Fiduciary Nerds Disturbing the Peace” is a monthly webisode diving into thought-provoking subjects in the investment industry. “Two Nerds” features Jackie Reeves, the Managing Director at Bell Rock Capital, a registered investment firm, and Don Jones, the Founder [...]