The Department of Labor has finally announced its new fiduciary standard for the wealth management industry.

How will the new rules affect your business and what steps do you need to take immediately?

Join experts as editors from Financial Planning, On Wall Street and Bank Investment Consultant explore the most pressing issues:

  • The changes you need to make to your practice -- now
  • The impact the rule will have on your relationships with your clients
  • What you need to do to stay in compliance with the new rules
  • The products or services that are available to help

Please join us for insights, ideas and solutions to these questions.

Key Speakers

Ann Marsh
Senior Editor & West Coast Bureau Chief, Financial Planning
Ron A. Rhoades, JD, CFP®
Director, Financial Planning Program, Asst. Professor – Finance, Gordon Ford College of Business
Daniel Bernstein, JD
Chief Compliance Counsel Hamburger Law Firm and MarketCounsel
Chris Joline
Partner, PwC, Financial Services Compliance and Regulatory