Fiduciary vs Suitability – Does your advisor put your needs first?

As we’ve mentioned in a previous note, the Department of Labor (DOL) released new rules last year requiring all financial advisors to follow a “fiduciary standard” when offering investment advice related to retirement accounts. Investors continue to be confused about the responsibilities that their advisor may have while guiding them in their … Read more »

New Fiduciary Standard for Retirement Plan Advice

The big news out of Washington D.C. this week is that the Department of Labor (DOL) has released a new rule that will require all financial advisors to follow a fiduciary standard when offering investment advice to individual investors for their retirement accounts.  This new rule is designed to provide … Read more »