Event Recap
May 4, 2017
Fiduciary Status – The Changing Regulatory Landscape
Overview
Joan Neri spoke at the Financial Planning Association of New Jersey’s spring conference in a presentation titled, “Fiduciary Status – The Changing Regulatory Landscape.” She discussed the impact of the DOL fiduciary rule delay and the prudent processes that advisors should undertake to comply.
Location
Financial Planning Association of New JerseyServices and Industries
Speakers
