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Posts Tagged ‘DOL fiduciary rule’


Less risk? More reward? See if model strategies can help save your practice

Less risk? More reward?

Russell Investments’ Head of Private Client Services, Mark Spina, explores how advisors can use model strategies to help address time constraints, fiduciary standard concerns, and the customized needs of investors.

June 29, 2017 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
DOL Fiduciary Rule

Avoid the Woulda, Shoulda, Coulda syndrome where the DOL Fiduciary Rule is concerned

Those advisors who were waiting for clarity on the implementation deadline of the DOL Fiduciary Rule now have it: June 9, 2017. We urge advisors to start now and make sure the Four Pillars of Sustainability are firmly cemented in their practice.

May 30, 2017 Categories: The Science 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
DOL preparedness, now or later

In an uncertain DOL environment, a potential implementation path for advisors

As the DOL fiduciary rule’s April 2017 implementation deadline looms (recent attempts to delay it notwithstanding), make sure you’re prioritizing your time and energy appropriately.

Jan 17, 2017 Categories: The Science of Advising
Will the election trump the DOL rule? Don’t bet on it.

Will the election trump the DOL rule? Don’t bet on it.

Despite speculation about the fate of the DOL fiduciary rule under the new Trump Administration, Russell Investments believes advisors should stick to their current implementation plans.

Nov 22, 2016 Categories: Portfolio Corner
Fiduciary responsibility

Fiduciary responsibility: A welcome, global and promising disruption

There’s little doubt that the DOL fiduciary rule is a disruptive industry event. But, Russell Investments’ Tim Noonan believes it is also welcome, global and promising.

Nov 1, 2016 Categories: The Art of Advising
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