October 20, 2016

Ask the Experts: How Do I Protect My Clients (and Now Me)?

Financial Planning Association Fall Conference

Overview

Joan Neri was a speaker at the Financial Planning Association Fall Conference on October 20 in a town-hall style presentation regarding the DOL fiduciary rule. There, she discussed specific steps that advisers and brokers can take to comply with the regulations, in a presentation titled, "Ask the Experts: How Do I Protect My Clients (and Now Me)?"

View the program description.

Services and Industries

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