DOL proposal could complicate this plan-fiduciary job.
Advisers can help clients assess whether they’re fulfilling their role as fiduciaries.
SEC approves shareholder proposal, fiduciaries of Mutual of Omaha plan settle, and more.
Advisers must help develop a strategy.
Participant advice has highly progressed in the latest years, with the introduction of mobile technology and advanced systems, but how will it change under the new fiduciary rule vacate?