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?
John Shields, CPA
DoL insight from Navigant Consulting
DOL Fiduciary Rule Infographic