April 10, 2017« Back to Issue Archive
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Sure, the delay of the DOL fiduciary rule is big news. But there are other important matters going on in Washington.
The popular radio show host has made changes due to 'perceived' regulatory risk among advisers.
This demographic cohort seeks ever-increasing levels of responsibility and changing experiences.
Regulators should launch a full-scale investigation into how to avoid putting firms into double jeopardy.
The brain's limbic system leaves many advisers reacting to client questions about costs in fight-or-flight mode instead of with determined business practices.