W.P. Carey’s Goldberg straightens out adviser misconceptions about DOL fiduciary rule
Mark Goldberg
Executive has been listening to advisers' worries for months, and finds serious confusion remains about responsibilities under the new regulation.
Mark Goldberg, president of investment management at W.P. Carey Inc., has been listening for months to financial advisers' worries about the Department of Labor's new fiduciary rule, which seeks to raise investment advice standards in retirement accounts. Mr. Goldberg — who is also chairman of
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