June 8, 2018

The DOL Fiduciary Rule: Where are We Now, and What’s Next


Los Angeles partner Heather Abrigo spoke at the 16th Annual Advanced Planning Conference, which took place from June 8-9, 2018, in Los Angeles.

Since 2002, Professional Advisors Group has been hosting the Annual Advanced Planning Conference to provide professional financial information and advanced planning strategies to CPAs, attorneys and other professionals.

Heather presented “The DOL Fiduciary Rule: Where are We Now, and What’s Next,” a presentation that discussed the current status of the DOL’s fiduciary rule, the current definition of who is a fiduciary, and advisor compensation issues.

Advanced Planning Conference

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