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Viewing posts in the Fiduciary Q&A category.


Q&A on the DOL's Fiduciary Rule: BICE & PTEs

Posted by Duane Thompson on May 10, 2016 in Fiduciary Excellence Fiduciary Q&A In the News Regulatory Update Spotlight on Practices

A few 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...

Q&A on the DOL's Fiduciary Rule: BICE & PTEs

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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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