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There is a “workaround” to the proposed DOL Fiduciary Rule. This word is enough to give most people a less than happy feeling since it’s often used by IT techs to describe how they are going to fix a glitch in your computer system. Upon completion of their “workaround,” the entire system will often crash.
You’ve been in the industry for many years and have survived good markets and bad. Because of your excellent work, your clients have managed to both keep and increase their wealth. Presumably some of your best investment advice occurred when you talked clients out of foolish investments and put them into something better and more secure— Exxon, for example, as opposed to Lex, a small company which had discovered Kryptonite and was trading on the Pink Sheets at a bid of 2 ½ and ask of 4 ¾.
Join Retirement and Investment Subject Matter Expert, Lawrence (Larry) T. Divers for this informative webinar, as he highlights the key questions you must be ready to answer in your firm’s business practices beginning June 9, 2017.
Financial Advisors: Relevance Today and Tomorrow - Advisor Challenges & Consequences: The Changes Driving Disruption Require a New Perspective
Innovation and Business Modeling are classic management activities used by long term successful companies of all sizes and most industries. All businesses today operate in an ever accelerating state of change, and those who plan to survive have a plan that includes innovation and business modeling as key tools to help discover the way forward.