David Kaleda was quoted in the Ignites article, SEC Retirement Sweep Zeroes In on QDIAs, DC Managed Accounts, by Beagan Wilcox Volz published on January 4, 2016. The article discussed the increased efforts of the SEC and DOL agencies in an ongoing sweep of retail retirement products, and related sales practices and fees.


Latest Resources


April 20, 2023

Groom Event


March 23, 2023

George Washington University Law School