With uncertainty looming over whether the Labor Department will amend or again delay the fiduciary rule, advisors face a challenging task in reorienting their practices to best comply with a changing regulatory environment. They also face additional scrutiny from clients with heightened concerns about transparency, especially regarding compensation. How can advisors meet these rising demands? We’ll talk with two experts about how wealth managers can better position themselves to overcome these hurdles and make the transition to a more fiduciary-oriented practice.
Sponsored by Citrix ShareFile
Attorney and ERISA Specialist, Drinker Biddle
Financial Adviser and Vice President Mack Investment Securities
Senior Editor On Wall Street