The Continuing Fiduciary Trend and How the AIF Designation Fits In

J.Richard Lynch, AIFA®

December 20, 2016

A review of legislation, regulation, and case law in recent years clearly points to the fact that the financial services industry has been heading down a fiduciary path.  The DOL’s Conflict of Interest Rule puts an exclamation point on that trend.  Will the Rule survive a new Administration in Washington, DC?  How has this trend affected the number of advisors seeking the AIF designation?  How does the AIF designation equip advisors to navigate this current environment?