DoL delay does not delay adoption of higher value added advisor services

Celent will help qualify your requirements and introduce you to the vendor
Spotted a missing vendor? Use this form to alert a vendor to the Celent service
Create a vendor selection project & run comparison reports
Register to access this feature
Click to express your interest in this report
Indication of coverage against your requirements
Vendor requires PRO subscription to activate this feature
Requires research subscription, contact Celent for more info
30 November 2017
Kelley Byrnes

Enforcement of the DoL rule has officially been delayed until July 1, 2019 but this does not mean advisors have stopped thinking about a fiduciary standard. Regardless of a regulatory mandate, many advisors and firms have already put training and tools in place to show that they are acting as fiduciaries. Embracing technology designed to support fiduciary responsibility is one way advisors and enterprises can differentiate themselves and manage their respective compliance initiatives. Another way advisors and enterprises are working to justify their fees and provide their clients with a one-stop shop for financial planning is by offering services related to managing healthcare costs.

sign in or register to read more

Insight details

Content Type
North America