Author Archive for Jean-David Larson

A new curve in the fiduciary road: What the Fifth Circuit Court of Appeals’ decision may mean for advisors

Curve in road, signifying change to DOL fiduciary rule

The Fifth Circuit Court of Appeals’ decision essentially wipes the Fiduciary Rule off the books. But, that doesn’t mean everything returns to the way it was before the Rule.

March 19, 2018 Categories: The Art of Advising
Am I a Fiduciary?

“Am I a fiduciary?” Know how the DOL would answer that

The first phase of the DOL Fiduciary Rule is now live. Get a quick refresher on the key principles of the rule—and considerations for what to do next.

Jun 13, 2017 Categories: The Art of Advising
Sand running through the bulbs of an hourglass

DOL rule not delayed after all

Confused about the DOL fiduciary rule implementation deadline? We’ve got you covered in this update (as of Feb 7, 2017).

Feb 7, 2017 Categories: The Science of Advising
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