Monthly Archives: September 2016

Best Interest

2016-09-12T13:06:34+00:00

[vc_row][vc_column width="1/1"][vc_row_inner][vc_column_inner width="1/2"][vc_column_text]This week’s Update continues my ongoing discussion concerning the changing financial services’ landscape due to the new DoL Fiduciary Best Interest rule. As I’ve stated before, beginning in April 2017, financial professionals will have to disclose all fees that accompany certain investment products, such as IRAs and qualified annuities.  Not only must advisors [...]