Fiduciary Duty: 3 Reasons to Include a Life Settlement Needs Analysis...

For financial advisors who offer guidance on 401(k) plan assets, individual retirement accounts or other qualified monies saved for retirement, phrases such as “fiduciary duty” and “impartial conduct standards” took on new meaning starting June 9, 2017. That’s when the first phase of the highly-publicized DOL Fiduciary Rule went into effect requiring advisors to recommend solutions that are in the “best interest of the client.” READ MORE

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