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Advocates say RIAs have little to worry about, yet one opponent accused the DOL of waging an “ideological crusade” and said he’d recommend litigation to his board.
Prosperitage Wealth's Brian Seymour explains the crucial role coaching played in shaping his career, helping him identify his unique strengths and develop his “super power.”
The rule, which takes effect in September, “protects the retirement investors from improper investment recommendations and harmful conflicts of interest,” according to Acting Labor Secretary Julie Su.
The suite of prospecting, client retention and efficiency resources was developed in response to research that found more than half of advisors are having trouble landing new clients.
