Note: Any content shared is only viewable to MDRT members.
In April 2016, the Department of Labor (DOL) issued its final rule redefining fiduciary advice for ERISA plans and Individual Retirement Accounts (IRAs). This rule marks the biggest regulatory change the financial services industry has experienced in decades. The implications of this rule will be both broad in scope and significant in impact. This is true for virtually all financial services firms, whether you are a fee-based advisory, insurance specialty or multi-disciplinary practice. Join Rybka for an engaging discussion on details of the final rule, strategies for complying and best practices for running your business in the aftermath.