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PENSCO Blog

PENSCO Blog

Fresh alternative asset insights and the latest news on real estate and private equity investing.

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Security and Regulation

Regulation Best Interest: Financial Professionals’ New Rules

Regulation Best Interest: Financial Professionals’ New Rules

  |  By Curtis Glovier

The Securities and Exchange Commission (SEC) has adopted a new package of rules, referred to as Regulation Best Interest or Regulation BI, that a... Read this article »


Self-Directed IRA Owners: 10 Questions to Ask a Financial Advisor

Self-Directed IRA Owners: 10 Questions to Ask a Financial Advisor

  |  By Christopher Orr, SDIP

Self-directed IRA investors are in charge when it comes to their retirement investments, but that doesn’t mean they have to go it alone. Many of... Read this article »


Fiduciary vs. Suitability Standards: Know the Difference When Hiring an Advisor

Fiduciary vs. Suitability Standards: Know the Difference When Hiring an Advisor

  |  By Christopher Orr, SDIP

Self-directed IRA investors often rely on financial advisors to help manage their retirement funds and evaluate investments. But not all retireme... Read this article »


Self-Directed IRA Investors: Steps You Can Follow to Mitigate IRA Fraud

Self-Directed IRA Investors: Steps You Can Follow to Mitigate IRA Fraud

  |  By Dimetra Pelekidis, CISP®, SDIP

Many self-directed IRA owners are savvy investors who enjoy actively managing their retirement savings and choosing their own investments. But al... Read this article »


Tips to Help Self-Directed Investors Avoid Investment Fraud

Tips to Help Self-Directed Investors Avoid Investment Fraud

  |  By Mary Mohr

One of our chief initiatives at the Retirement Industry Trust Association (RITA) is curtailing the spread of investment fraud. According to Finan... Read this article »


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