Larry Stadulis, Co-Chair of the Fiduciary Governance Group, will be speaking in New York on April 2 at Practising Law Institute’s upcoming conference on fiduciary duties. His panel, “Preparing for a Patchwork Establishing a Conflicts Program: What You Can Do Today,” will address:
- SEC’s uniform standard of conduct
- Developments re: DOL’s fiduciary duty rule
- What the States are doing
- Fiduciary investment advice and the delivery of advisory services digitally
George Michael Gerstein advises financial institutions on the fiduciary and prohibited transaction provisions of ERISA. As co-chair of the fiduciary governance group, he assists clients with tracking, and understanding, the numerous fiduciary developments at the federal and state levels, including the rules and regulations of governmental plans. He also advises clients with respect to the fiduciary duty implications of ESG investing.