November 16, 2016

Workflow Your Way to the DoL Deadline Toolkit from SEI and Redtail

April 10, 2017 marks the deadline for initial compliance with the Department of Labor’s Fiduciary Rule, i.e., enforcement of the rule’s provisions can begin at that […]
April 21, 2016

Prepare As If You’re Going to Succeed Brilliantly: A Lesson from The Martian

“Man, the book was so much better than the movie!” You’ve heard it before or, if you’re a big reader, you’ve possibly uttered it yourself. I […]
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