May 18, 2016

A Financial Professional’s Ultimate Survival Guide for the Challenging New Fiduciary Landscape

Overview

Joan Neri spoke at an education program presented to the Society of Financial Service Professionals entitled “A Financial Professional’s Ultimate Survival Guide for the Challenging New Fiduciary Landscape,” on May 18. She discussed the DOL fiduciary rule and  its impact on ERISA plan advisors, IRA advisors, and brokers.

Services and Industries

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