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Download Your Free Copy of This Exclusive Paper from Aite Research GrouP

Regardless of the fate of the DOL Rule, the industry has begun a massive shift to a fiduciary model that’s not stopping. How are you keeping pace?

Based on a series of in-depth interviews with executives at top advisory firms, the paper explores how advisors and firms are dealing with both the new DOL Rule and the general industry shift toward a fiduciary standard.

What you'll find inside:

  • How the Rule affects each aspect of your business from product offerings to the client experience you offer
  • What most industry experts believe to be sufficient evidence of best interest
  • The multiple tech solutions needed to meet fiduciary requirements

 

 


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