Fiduciary Rule Round Up September 2017

Fiduciary Rule Round Up

There has been much upheaval in the retirement world as of late and it centers around the new fiduciary
rule. The New Fiduciary Rule means that many investment professionals that weren’t previously considered
fiduciaries will now have to take on that role. So, why is that such a bad thing? Well, it’s not per se, but the
implications of how this may change the way the investors and their companies function may leave them
frustrated and tentative towards some future business. But before we get too bent out of shape, let’s break
it down and see what we’re truly looking at. Read more…

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