Which advisors will find themselves best positioned after the fiduciary rule is formally announced? Those who have taken steps already and do so immediately in preparation.
Here's what my firm would recommend as a next step before the rule goes in effect. Because I have had this conversation so many times, I created the acronym BASE to keep me on track.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access