Insights

Access thought leadership resources to stay up to date on industry trends and market updates

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Q4 market commentary

A listen-only State of the Market call with Scott D. Knapp, Chief Market Strategist at Cuna Mutual Group Fiduciary Consultants, addressing the current market and policies impacting our world today.

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Events

Register for upcoming events or view on-demand content.

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5+Practice+Managment
Fees, Funds, Fiduciaries: Why they are still important

February 22, 2024 | 10 AM CT

The Department of Labor proposed its fiduciary rule (again), which continues to expand the scope of who is a fiduciary. Does fiduciary status still matter? Register today to join this webinar with ERISA attorney Bonnie Treichel and practice management coach Randy Fuss to understand why fiduciary status is still important. 

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On demand

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SECURE 2.0 impact to retirement

What’s changed since our last webcast? What legislative direction is needed? Access this webinar replay for another insightful conversation with Ilene Ferenczy and Sarah Simoneaux as they address the SECURE 2.0 impact to retirement. Recorded live November 2, 2023. 

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