DoL - Beyond Hype into Reality

The implications of the DoL ruling with require nearly $20 trillion in non-discretionary IRA accounts to become discretionary. In agreement with this proposal, financial institutions and advisors must be able to deliver advice across these accounts and prove fiduciary duty - is your firm ready to implement change?


 

Panelists

Peter Delano
Practice Leader
CEB

Rob Klaprodt
President
Vestmark

John Shields, CPA
Director
Navigant Consulting

Resources

View the recorded webinar:

Fill out the form below to view a recording of our webinar: "DoL: Beyond Hype into Reality."

Download 
DoL insight from Navigant Consulting

Download 
DOL Fiduciary Rule Infographic