
Sign up to save your podcasts
Or


In this installment of The Phia Group’s Empowering Plans podcast, join attorneys Katie MacLeod and Jon Jablon as they discuss fiduciary status, both traditionally and in the new age of self-funding. This industry is faced with changes all the time, even to some of its oldest rules; in the spirit of consumer protection, the legal and regulatory winds are once again changing to challenge certain long-held understandings about fiduciary duties. TPAs in particular should tune into this one!
By The Phia Group4.9
1717 ratings
In this installment of The Phia Group’s Empowering Plans podcast, join attorneys Katie MacLeod and Jon Jablon as they discuss fiduciary status, both traditionally and in the new age of self-funding. This industry is faced with changes all the time, even to some of its oldest rules; in the spirit of consumer protection, the legal and regulatory winds are once again changing to challenge certain long-held understandings about fiduciary duties. TPAs in particular should tune into this one!

32,082 Listeners

30,647 Listeners

30,206 Listeners

233 Listeners

20 Listeners

112,489 Listeners

1,084 Listeners

29 Listeners

44,027 Listeners

35 Listeners

10,258 Listeners

15 Listeners

0 Listeners

801 Listeners