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