Webinar – The New Fiduciary Rules: What Do You Need to Know and Do Now?

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Date(s) – 07/27/16
12:00 pm – 1:00 pm

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Marcia S. Wagner, Esq., The Wagner Law Group will present insights into the DOL Fiduciary Rule, including:

  • A timely and pertinent review of the fiduciary law as published on April 8, 2016.
  • Specific preparations, such as whether and how the BIC exemption, fee levelization and robo-advice might be utilized in financial service business models.
  • The practical requirements of the new fiduciary rule, BIC and the necessary training of financial advisors and internal sales forces.
  • A robust conversation regarding rollovers and mitigation of conflicts of interest.

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