Your Role in the Rule: A Checklist to Help Advisors Respond to the DOL Fiduciary Rule

Regardless of whether the DOL’s fiduciary rule goes into effect as planned, the industry is changing. Use our checklist to take steps that could help your firm adapt to industry trends.

Identify some areas of your business the DOL fiduciary rule will affect

Use these changes to strengthen and differentiate your practice

Take advantage of the opportunities the rule will present

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