Summary: It’s no secret that many financial advisors are not looking forward to complying with the Department of Labor’s new fiduciary rule. In our conversations with advisors, including those held during our 16-city working sessions across the United States, we consistently hear concerns about what it will take to transition to a fee-only practice.
 the end of the day, despite its various challenges, the DOL rule presents several opportunities for advisors to reassert their value, while simultaneously improving firm efficiency and revenue. The advisors who recognize—and act—on this quickest will find the most success in the post-DOL rule world.”Matt Matrisian, senior vice president of Strategic Initiatives, AssetMark, Inc. |
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