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Client Memo - Delay of the fiduciary rule may accelerate advisors’ preparations

April 25, 2017

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On April 4, 2017, the DOL formally delayed by 60 days the date when advisors and their firms must comply with the fiduciary rule. This first applicability date moves from April 10 to June 9, 2017. The second applicability date, when all requirements of the rule (including those associated with the controversial Best Interest Contract Exemption (BICE)) take effect, remains unchanged at Jan. 1, 2018.

Read more about what this means for you as Fi360's experts Blaine Aikin, AIFA®, CFA, CFP®, executive chairman, and Duane Thompson, AIFA®, senior policy analyst, give their interpretation regarding the ramifications of the delay. Download Now.

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