The fiduciary rule was widely described as “landscape changing” for advisers. Now that it’s happened, hear what advisers and banks are doing to prepare for this new world.
What’s entailed in putting clients’ interests first? What does an adviser need to do in order to comply with the best-interest contract exemption?
We discussed these issues in our first Industry Leadership Forum, but if you didn’t get a chance to attend (or even if you did), listen to our webinar on June 2 to hear what others in the channel are doing and where they’re having success.