The DOL’s Fiduciary Rule: What’s in it and what does it mean for advisors?

Blaine F. Aikin, AIFA®, CFA, CFP®, Executive Chairman of fi360

Duane Thompson, AIFA®, Senior Policy Analyst at fi360

April 11, 2016

Now that the DOL’s final “conflicts of interest” rule has been released, join the experts from fi360 to get our first reactions. What’s in the rule? What has changed since the initial proposal? Are there any unanticipated surprises? What’s the timeline for implementation and compliance? Most importantly, we’ll take a look at the impact of the rule on advisors. Whether you already work with retirement plans or are facing having your IRA accounts fall under ERISA for the first time, this rule will have a lasting and profound impact on what the retirement advice market looks like and how it functions moving forward.