As implementation of the Department of Labor (DOL) fiduciary rule draws nearer, Manning & Napier has launched its “Evolutionary Fiduciary” campaign, designed to help advisers evolve with the regulation.
The campaign is intended to highlight the shifting fiduciary landscape and influencers advising best practices, for instance, markets, regulators and litigators; and will include features such as a microsite with fiduciary handbooks for IRA advisers and plan sponsors; FAQs; and forms for visitors to ask specific queries. Manning & Napier’s fiduciary experts will answer all adviser questions, as well as update the microsite frequently, as the April 2017 deadline approaches.
“While advisers will look to their broker dealer for assistance with technical compliance, there are fewer resources available to help advisers refine their fiduciary practices under the new regulatory framework,” says Shelby George, senior vice president of Advisor Services at Manning & Napier. “We launched this campaign to help advisers go beyond understanding what is in the best interest of the average investor. We want to help advisers identify and meet the specific objectives of each unique client through changing environments.”
To learn more about the “Evolutionary Fiduciary” campaign and additional resources, visit here: