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Q&A on the DOL Rule: Compensation

Posted by Duane Thompson on May 06, 2016 in Fiduciary Excellence Fiduciary Q&A Regulatory Update

Two weeks ago, we presented webinars covering the DOL’s recently released fiduciary rule. A recording of that webinar is now available. During that webinar we received over 80 questions. We were not able to answer all of those during the one hour session, but we have compiled and answered them here. The questions are categorized, and we will do separate blog posts to address all of the questions within a given category. These questions are not comprehensive of the rule, they only address the questions that were submitted. Think of them as an addendum to the webinar. For a...

Q&A on the DOL Rule: Compensation

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Q&A on the DOL Rule: Product Impact

Posted by Duane Thompson on May 03, 2016 in

Two weeks ago, we presented webinars covering the DOL’s recently released fiduciary rule. A recording of that webinar is now available. During that webinar we received over 80 questions. We were not able to answer all of those during the one hour session, but we have compiled and answered them here. The questions are categorized, and we will do separate blog posts to address all of the questions within a given category. These questions are not comprehensive of the rule, they only address the questions that were submitted. Think of them as an addendum to the webinar. For a...

Q&A on the DOL Rule: Product Impact

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Podcast: Talk 21 - fi360 Executive Chair Blaine Aikin interviews OWLshares co-founder and CEO Ben Webster.

Posted by on May 02, 2016 in

Podcast: Talk 21 - fi360 Executive Chair Blaine Aikin interviews OWLshares co-founder and CEO Ben Webster.

Podcast: Talk 21 - fi360 Executive Chair Blaine Aikin interviews OWLshares co-founder and CEO Ben Webster.

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Podcast: Talk 20 - An interview with Dr. Rui Yao

Posted by on May 02, 2016 in

Interview with Dr. Rui Yao, Associate Professor at Department of Personal Financial Planning at the University of Missouri

Podcast: Talk 20 - An interview with Dr. Rui Yao

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Podcast: Talk 19 - Executive Summary of the DOL’s Fiduciary Rule

Posted by on May 02, 2016 in

Blaine Aikin and Duane Thompson provide an overview of the DOL’s fiduciary rule, including what’s in the rule, how it impacts advisors, and the implementation timeline.

Podcast: Talk 19 - Executive Summary of the DOL’s Fiduciary Rule

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