The Best Ways for Smaller Investors to Get Advice
Christine Benz lays out four options for smaller investors amid uncertainty about how the fiduciary rule will impact advice.
Jeremy Glaser: From Morningstar, I'm Jeremy Glaser. As the Trump administration asked the Department of Labor to reconsider its fiduciary standard rule, one of the key objections is that it will reduce the advice available to smaller investors. I'm here today with Christine Benz, she's our director of personal finance, to look at why that could be the case, and some other options for smaller investors to get advice.
Christine, thanks for being here.