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What does the DOL Ruling mean for you?


New year, new administration, and a new way to communicate!  Welcome to our blog that we plan to use to promote investor education on timely topics in a fun way. 


This year we look forward to seeing whether the DOL Ruling that was previously scheduled to go into effect April 10th will be enforced or delayed (as of now it may be further delayed).  The very brief summary of the ruling was that financial advisors must act as fiduciaries when making recommendations regarding retirement assets.  The DOL put out a great resource in January that summarizes the ruling and addresses many questions that consumers may have regarding the rule (see link below). 


Do you to know if your advisor is required to act as a fiduciary putting your interests above his or hers when offering financial advice?  If you are interested in more information on this topic, or how financial advisors charge for their services, you are welcome to attend our luncheon on February 22 “How Do You Pay for Investment Advice?”  (RSVP here)


Consumer Protections For Retirement Investors– FAQS on Your Rights and Financial Advisers

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