Summary: There's definitely a market for digital tools to help advisers navigate expected fiduciary requirements. But providers should tread carefully with their approach, as contemplating regulation-oriented tech upgrades drudges up bad feelings among some advisers about the rule.
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 There's a lot of change going on around the DoL rule. It was clear it was expanding this notion what a fiduciary is. We felt it was a great opportunity for us to be part of the solution."Rohit Mahna, general manager of Salesforce Financial Services. |
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