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Webinars

DOL Fiduciary Rule and Impact on Advisors & Product Selection

— STAY AHEAD OF THE CHANGE —

Webinar Series

Cutting Through the Noise

DOL Fiduciary Rule and Impact on Advisors & Product Selection

On-demand webinar — 35 minutes including Q&A

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The DOL is requiring Brokers to act in the best interest of the client. What is the most effective and efficient way to do this with product selection?

How do you devise controls to manage the universe of securities that advisors choose from?

What are the product attributes you want your financial advisors to focus on?

In this webinar, we discuss how to leverage technology to satisfy the Advisor’s legal obligations and learn to:

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