While there has been a lot of talk recently about the fiduciary rule’s fate, it’s important to note that the DoL rule is accelerating — not causing — a fundamental shift that was already taking hold in how advisors manage their relationships with clients: the move toward greater transparency. This evolution, rooted in changes in consumer preferences and the advent of new technologies, will remain with or without the rule.
So, let’s consider four ways that complying with the rule – and embracing the best interest standard — could help strengthen your client relationships.
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