Download Morningstar’s Countdown to April: Preparing for the Fiduciary Rule
 

The deadline for the first phase of the fiduciary rule takes effect on April 10. Taking a methodical approach to compliance can help your chances of meeting the deadline with time to spare. Download this paper and start putting your plan together. 

 

 

 

 
 

Download the paper to learn:

  • What changes you should consider making to satisfy the rule

  • How changes that stem from the rule can improve your client experience

  • What you should consider to prepare for the second phase of the rule