Dealing with DOL’s New Fiduciary Rule
Dealing with DOL’s new Fiduciary Rule is no simple matter. That’s why we’ve written a few ideas on doing just that. Let’s start with the basics. When is the Fiduciary Rule effective? When originally released, the Fiduciary Rule was subject to a phase-in from April 10, 2017 – January 1, 2018. On February 3, 2017, […]
DOL and Annuities Considerations
The array of financial products is truly enormous and each individual’s financial situation is unique. At the same time, the Department of Labor (DOL) has proposed the so-called Fiduciary Rule that requires financial advisors to only provide financial products to clients when it is in their best interest. The rule was proposed under the Obama […]