Entries by Michelle Bernardi Landis

Fiduciary vs. Suitability and Our Portfolio Management Process

By Michelle Bernardi Landis I have spoken to a number of clients recently regarding the impact the Department of Labor’s (DOL) Fiduciary Standard ruling will have on their qualified plans.  Even though the DOL ruling only affects retirement accounts, it became clear to me during the course of these conversations that investors are confused about […]