Manage Your Practice

DOL Rule: An Opportunity to Reemphasize Value, Build Long-Term Success

Added on July 2016 in Manage Your Practice

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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.