Aug 19, 2020
In this episode of Human Capital, we talk with John Anderson, managing director and head of practice management solutions for Independent Advisor Solutions at SEI Investments, about the potential changes coming to the Securities and Exchange Commission’s Form CRS, the customer relationship summary, which was adopted...
Aug 7, 2020
In this episode of Human Capital, we talk with Brad Campbell, former assistant secretary of the Labor Department’s Employee Benefits Security Administration, who’s now a partner at FaegreDrinker in Washington.
Campbell weighs in on Labor’s controversial fiduciary prohibited transaction exemption to align with the...