Essential News

Introducing 2 Nerds Geeking Out!

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…

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Putnam Investments, LLC v. Brotherston

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…

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Fiduciary Wise Welcomes New Partner, Marta Hurst, QKA

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…

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So You’re Going To Be on a Plan Administrative Committee!

March 24th, 2022
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…

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Tibble v. Edison International

March 4th, 2022
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,…

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Hughes v. Northwestern Univ.

February 10th, 2022
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…

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The ERISA 402(a) Named Fiduciary

January 12th, 2022
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…

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One of These Things is Not Like the Other!

December 15th, 2021
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…

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