AXA notches win for advisers, boards in 36(b) appeal

Court upholds deference to fund board; Attention turns to Hartford appeal

Marissa Capodanno 13 July, 2018

Safe harbor proposal could significantly limit available info on new and small funds, ICI says

Stan Wilson 2:37 PM ET

Ruling out irrelevant relationships could benefit board audit committees

Stan Wilson 13 July, 2018

Ruling out irrelevant relationships could benefit board audit committees

Stan Wilson 13 July, 2018

New board chair appoints ad hoc subcommittee to dig into governance issues

Marissa Capodanno 9 July, 2018

Commission plans to codify plain-vanilla ETFs, removes liquidity bucket disclosures

Stan Wilson 29 June, 2018

Judging a service provider RFP

Board oversight of vendor review puts contestants in the spotlight

Marissa Capodanno 22 June, 2018

Risk oversight is critical as tech evolves

Boards can ask key questions to help oversee implementation of new technology

Fund Directions 20 June, 2018

Is 36(b) drying up?

Litigators advise boards to brace for new twists in excessive fees plaintiffs’ strategies

Marissa Capodanno 1 June, 2018

Directors weigh FAANG’s place in value portfolios; comparing ETFs with mutual funds; RFPs for service provider contracts

Marissa Capodanno 22 June, 2018

Boards can ask key questions to help oversee implementation of new technology

Fund Directions 20 June, 2018

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