Few changes in the retirement plan landscape have been as far-reaching and significant as the Department of Labor's (DOL's) recent fee transparency initiative. As a Registered Investment Advisor (RIA), you have likely already assessed whether you are subject to the new regulations, and if you are, have reviewed your fee disclosure practices to ensure that you are in compliance. It's now time to turn your attention to business opportunities presented by the DOL's fee transparency rules, according to this white paper from TD Ameritrade Institutional.
Creating opportunities from the DOL's fee disclosure rules
Jan 20, 2013 @ 12:01 am
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Leveraging relationships with accounting, benefits, and property and casualty insurance firms can help deliver new business leads for retirement plan advisers.
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