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The DOL's Game-changing Fiduciary Rule: What Should You Do?
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"The DOL's Game-changing Fiduciary Rule: What Should You Do?"
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You’re not alone facing the changes--the effects are wide ranging across the financial sector, from product manufacturers and wealth management firms to individual financial advisors and even investors

The DOL’s Game-changing Fiduciary Rule: What Should You Do?

Prepare now to avoid excess disruption.

The Department of Labor (DOL) has issued a rule that may change the way you provide investment advice for retirement accounts.

You're not alone facing the changes - the effects are wide-ranging across the financial sector, from product manufacturers and wealth management firms to every individual financial advisor, and even investors.

One important conclusion: act now.

Here's how. Read our paper to get up to speed on what the rule means to you. You'll learn:

  • How every adviser will be affected
  • Why much of the fiduciary pressure will come from consumers
  • How to understand the BIC exemption - which is more complicated than anticipated

Then follow our B.A.S.E action plan - a process we developed to help simplify the tasks involved with planning for, rather than reacting to, the rule.

Download your paper now.

Information provided by SEI Advisor Network, a strategic business unit of SEI. Services provided by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI.


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