UNDERSTANDING THE DEPARTMENT OF LABOR NEW FIDUCIARY RULE - Resources

 

Marcia Wagner's (past presenter at FPA conferences) webinar on the release of the DOL Fiduciary Rule. The Wagner Group has posted both the recording of the webinar and provided access to the slide deck.

Webinar


Department of Labor has a very helpful webpage available with FAQs, chart comparison to 2015, etc.

www.dol.gov/protectyoursavings


From the Journal of Financial Planning, Practice Management Blog

Fiduciary Rule for the Modern World

https://practicemanagementblog.onefpa.org/2016/04/07/fiduciary-rule-for-a-modern-family-world/


Investment News - Article
Figuring out Fiduciary - Now comes the hard part

http://www.investmentnews.com/article/20160509/FEATURE/160509939/the-dol-fiduciary-rule-will-forever-change-financial-advice-and-the


ThinkAdvisor - Article

Labor Department faces lawsuit over fiduciary rule


Financial Advisor - Article

Commentary: Fiduciary rule is about good business practices


 Investment News - Article

Suit challenging fiduciary rule filed by fixed-annuity trade group.


 Investment News - Article

 Analysis: Fiduciary rule opponents claim they support the concept.


 

Wealth Management.Com - Article

FINRA to Review 'Best Interest' Disclosures

Links to other resources will be added to this listing as we get them.