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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