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ANOTHER PROPOSED DELAY FOR THE DOL FIDUCIARY RULE

 

The Department of Labor is proposing to delay by 18 months (from Jan. 1, 2018 to July 1, 2019) the final applicability date of that limited portion of the fiduciary rule that is not yet in force. 

Fi360's Blaine Aikin, AIFA®, CFA, CFP®, executive chairman, analyzes what the delay may mean for you in the latest Fi360 Client Memo.  

Now is the time to earn your AIF® Designation

Fi360 will be in Hartford, CT, and Las Vegas, NV on Oct. 19.

Join us!

 

Fi360 news

  • September 21, 2017

    The new business-development capability in the Fiduciary Focus Toolkit allows advisers to illustrate how certain changes could benefit a prospective client’s portfolio. READ MORE

  • September 08, 2017

    The Department of Labor is proposing to delay by 18 months (from Jan. 1, 2018 to July 1, 2019) the final applicability date of that limited portion of the fiduciary rule that is not yet in force. READ MORE

  • September 01, 2017

    How financial advisors can help clients face the threat of outliving retirement savings READ MORE

  • August 28, 2017

    As anticipated, the Department of Labor in early August filed with the Office of Management and Budget to extend by 18 months the January applicability date of its fiduciary rule's more onerous prohibited transaction exemptions. READ MORE

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  • August 18, 2017

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  • August 17, 2017

    Are annual investment reviews enough? READ

  • July 17, 2017

    Fi360 Fiduciary Talk 51: Regulatory Interplay READ

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