What’s New with the DOL Fiduciary Rule? June 23, 2017 | by Beth Glavosek | Blue Vault  Have you been keeping up with the status of the Department of Labor’s (DOL) Fiduciary Rule? After years of contentious debate between government regulators and financial industry professionals, the controversial ruling basically went dormant for a while after President…

Financial Choice Act to Be Reintroduced by End of April Latest iteration of Choice Act still requires DOL to promulgate fiduciary rule similar to SEC's April 12, 2017 | by Melanie Waddell | ThinkAdvisor Rep. Jeb Hensarling’s Financial Choice Act, which seeks to gut the Dodd-Frank Act and is set for release by the end of April,…

What are Subordinated Investments? April 6, 2017 | by Beth Glavosek | Blue Vault The topic of fiduciary responsibility is on everyone’s minds this year. One unique approach to protecting investors’ interests is subordinated co-investing. It’s one possible way to address the mandates for transparency and fiduciary responsibility imposed by FINRA’s 15-02 rule and the…

It’s a Fiduciary World After All February 16, 2017 | by Beth Glavosek | Blue Vault   The Department of Labor (DOL) Fiduciary rule conversation appears far from over now that new executive orders have potentially halted the rule’s implementation. As reported last week, President Donald Trump ordered the Labor Department to sideline the fiduciary rule…

In Case You Missed It... November 25, 2016 On November 9th, Blue Vault released it's first Nontraded REIT Fee Study. In the weeks leading up to and during the time of release, Blogs were posted to compliment this new study as well some timely commentary on current events. Here is a look at those posts:…

What’s Next for the DOL Fiduciary Rule? October 11, 2016 | by Beth Glavosek | Blue Vault With the results of the U.S. election in, there’s already speculation about the future of the Department of Labor (DOL) fiduciary rule that was finalized last year. Some are defending the rule, while others are hoping it will…

by Jared Schneider (Managing Partner) | Blue Vault One of the hottest topics right now in the alternative investments space is the DOL’s Fiduciary Rule legislation. The rule is designed to redefine what it means to be a fiduciary and how that affects retirement accounts (i.e., IRAs, 401ks, etc.). The rule stipulates that certain investments…