Avoid These 7 Fiduciary Rule Mistakes

 

There are misconceptions out there when it comes to the Department of Labor’s fiduciary rule and independent registered investment advisors. Here, we address the big ones.

 
 

Download the paper to learn:

 
  • How the new rule affects RIAs
  • How advisors can offer the same service to small-balance investors
  • Why rebalancing is still important