Category Archives: Investment Management & Fiduciary Services

DOL Proposes Rule to Extend Applicability Date of BIC and Other Exemptions

The Department of Labor published a Proposed Rule to extend from January 1, 2018 to …

Posted in Blog, Investment Management & Fiduciary Services |

DOL Finalizes Delay of Fiduciary Rule

The DOL has finalized regulations extending the applicability date from April 10 to June 9, …

Posted in Blog, Investment Management & Fiduciary Services |

DOL Issues Temporary Enforcement Policy to Alleviate Uncertainty

The DOL issued a Field Assistance Bulletin addressing both a situation in which the final …

Posted in Blog, Investment Management & Fiduciary Services |

“Settling Your Case and Sleeping at Night” presentation for PBI this Friday, the 17th

Nora Gieg Chatha will be presenting at a PBI Seminar in Pittsburgh on Friday, July …

Posted in Articles & Newsletters, Investment Management & Fiduciary Services |

United State Supreme Court Confirms ERISA Fiduciary’s Continuing Duty To Monitor Investments

In its Tibble v. Edison International decision the United State Supreme Court confirmed that the …

Posted in Blog, Investment Management & Fiduciary Services |

Amendment to the PA Power of Attorney Statute

On March 2, 2015, the Pennsylvania House of Representatives referred to the House Judiciary Committee …

Posted in Bankruptcy, Blog, Estates & Trusts, Financial Institutions, Insolvency/Creditor's Rights/Bankruptcy, Investment Management & Fiduciary Services |

Tucker Attorneys to Speak at American Banker’s Association National Conference in Orlando

Tucker Arensberg attorneys Bill Ries and Erin Beckner Conlin are presenting a seminar on Managing …

Posted in Investment Management & Fiduciary Services, Press Releases |

Tucker Arensberg attorney S. Ross Green speaker at National Business Institute Seminar

S. Ross Green, Esq. spoke at the National Business Institute’s Seminar, Consumer Finance Law: Guide to …

Posted in Blog, Investment Management & Fiduciary Services, Uncategorized |

It’s A Small World After All . . .

Our increasingly mobile society has forced estate planning to go international, too.  You might have …

Posted in Estates & Trusts, Immigration, Investment Management & Fiduciary Services | Tagged , |

How Safe Are Your Assets When Held By A Financial Institution?

When institutions place custody assets with a financial institution, little attention is given to what would …

Posted in Articles & Newsletters, Financial Institutions, Investment Management & Fiduciary Services | Tagged , , |