Wednesday, August 3, 2016

fi360 Fiduciary Talk 35: The Impact of DOL’s Fiduciary Rule on Suitability Requirements

Blaine and Duane discuss how the DOL's final fiduciary rule impacts advisors who have been operating under suitability requirements associated with insurance and securities laws.

fi360 Fiduciary Talk 34: Target Date Funds and How They Are Used in QDIAs

Blaine and Duane discuss the rapid growth of TDFs as QDIAs, how advisors should consider whether TDFs make sense for their client, and how to compare TDF products.