September 14th, 2022
Why did the Office of the Solicitor General of the United States ask SCOTUS in the Hughes v Northwestern University case to look at “substantive” measurements only in the monitoring of core funds in an ERISA plan? In our latest episode, the…
August 16th, 2022
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 words “pecuniary” and “substantive.” Our TENTH episode is definitely one to check out. These are important…
July 27th, 2022
Read the summary of this case here, a significant reason for the dismissal of the case as stated by the Sixth Circuit is the way the Plaintiffs
pleaded the case. Recently, we release our opinion on this case. Click
July 2nd, 2022
United States Court of Appeals for the Sixth Circuit All the comments presented are those of Fiduciary Wise, and anyone reading this should seek legal counsel
before acting and not rely solely on our opinion. What Fiduciary Wise Chooses…
May 6th, 2022
What is an ERISA 402(a) Named Fiduciary? Don and Jackie tell us all about a GAME CHANGER for your team. If you want to reduce your risks and manage your accounts efficiently, you need a 402! Watch the latest episode of Two Fiduciary Nerds…
April 28th, 2022
We are so pleased to announce our new web series, 2 Nerds Geeking Outwith Don Jones and Jackie Reeves! In this first installment, we interview Clint Cannon, President of Cannon Capital Management. We appreciate your support of our original…
April 8th, 2022
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…
March 31st, 2022
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…