Use the Best Interest Scorecard to create proposals that show investors how their investments and your advice work together as part of a financial plan.
for a fiduciary practice.
Prune your lineup to keep potential conflicts out of client portfolios.
Reduce your risk
by eliminating conflicts.
Point small plan sponsors toward an independent fiduciary service to manage fund lineup design and help choose a record keeper for their retirement accounts.
Bridging the Investing Gap
The U.S. government seeks to help Americans improve their financial future by encouraging them to invest. You are committed to providing best-interest advice to your clients. Learn what the government has tried, and what is still needed, to help Americans prepare for their financial future.