Going under the hood of the new DOL fiduciary rule

Apr 6, 2016 @ 11:06 am

By InvestmentNews staff

The Labor Department has just revealed the final scope of a controversial new rule intended to raise investment advice standards on retirement accounts.

It's the most significant change in the retirement and IRA marketplace since the ERISA law of 1974, and will upend every facet of the advice business — from broker-dealers to RIAs to product manufacturers. And InvestmentNews is ready to tell you everything you need to know about this game changer.

In a live, interactive webcast on April 7 at 4 p.m. ET, dive into the details of the rule and learn how it will impact the industry, your business and your clients.

(Register now for this free and invaluable webcast here)

InvestmentNews will continue to follow this story as advisers and the industry have time to digest the new rule and analyze its contents and likely consequences.

(More coverage: The DOL fiduciary rule from all angles)

0
Comments

What do you think?

View comments

Recommended for you

Featured video

INTV

Behind the scenes of InvestmentNews' Icons & Innovators

Editor Fred Gabriel and special projects editor Liz Skinner discuss how the editorial team selected the final lineup of honorees.

Video Spotlight

Help Clients Be Prepared, Not Surprised

Sponsored by Prudential

Recommended Video

Path to growth

Latest news & opinion

RIAs struggle to keep clients grounded amid stock market euphoria

With equities at record levels, financial advisers are confronted with realities of greed and fear.

Regulators showing renewed interest in cracking down on investment fees

SEC, Finra targeting high-fee share classes, 12b-1 fees and failure to give sales load discounts and waivers to investors.

Tax update: Brady says sales tax deduction in final bill

Taxpayers will be able to deduct state income taxes or state sales taxes in addition to property levies — up to a $10,000 cap.

Complexity of new indexed annuities causing concern

Insurers are using 'hybrid' indices as a way to differentiate themselves, but critics contend the products are less transparent, more confusing and don't add financial benefit.

Critics say regulation hasn't curbed overly rosy projections for indexed universal life insurance

They say rule didn't go far enough and more stringent measures may be necessary.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print