Updated on: August 16, 2021

Today, the Department of Labor issued their ruling on the proposed expansion to the definition of a Fiduciary under ERISA legislation. Please take a minute to watch this important message from Matt Schulte, SVP from eMoney Advisor, on how we pledge to continue to help our clients navigate the shifting regulatory environment.

While we know there is a need to continue to evaluate the full impact of the recommendation and its implementation, we’ve curated the following resources to help you understand some of the important issues and perspectives related to the ruling.

Trending Articles:

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eMoney Blog | 8 Ways to Show Clients the DOL Ruling Doesn’t Scare You

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InvestmentNews | 51% of advisers see DOL fiduciary rule benefiting business

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MarketWatch| The ‘fiduciary rule’ is a great victory for retirement savers

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FinancialPlanning | Veres: Professional Advisors Already Winners with Fiduciary Rule

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InvestmentNews | How will the DOL enforce its fiduciary rule?

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InvestmentNews | What is ‘reasonable’ cost under DOL’s fiduciary rule? Well, it depends

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Financial-Planning | A Seismic Shift: Industry Reacts to Fiduciary Rule

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Investment News | ‘Fiduci-what?’ Most clients don’t know what the fiduciary duty really means

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InvestmentNews | Variable and fixed-indexed annuities feel sting of DOL fiduciary rule

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ThinkAdvisor | How the DOL Fiduciary Rule Will (and Won’t) Affect RIAs

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FA-Mag.com | Advisors Fear DOL Fiduciary Rule Could Hurt Their Service Models

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FinancialPlanning | DOL Fiduciary Proposal: How Tech is a Game Changer

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New York Times | ‘Customers First’ to Become the Law in Retirement Investing

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ThinkAdvisor | RIAs, Reps Plan to Drop Small Clients Under DOL Fiduciary Rule

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InvestmentNews | 10 Frequently Asked Questions About the DOL Fiduciary Rule

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InvestmentNews | Advisers must brace for DOL fiduciary by ramping up technology plans

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Morningstar | DOLs Fiduciary Rule For Advisors Could Reshape the Financial Sector

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ThinkAdvisor | Dalbar’s Harvey: DOL Fiduciary Rule’s Cost to Brokers’ Businesses

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InvestmentNews | Will the advice you give be subject to the DOL fiduciary rule?

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InvestmentNews | Going Under the Hood of the New DOL Fiduciary Rule

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InvestmentNews | Time to get on board the fiduciary train

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InvestmentNews | Position your firm to compete in a world under the DOL fiduciary rule

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InvestmentNews | The rollover irony of the DOL’s proposed fiduciary rule

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Fidelity | Six Ways to Help Prepare for the Proposed DOL Investment Advice Rule Article

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Envestnet | Preparing for the DOL Fiduciary Rule

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Orion | Technology’s Role in the Department of Labor’s Fiduciary Changes

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Ebix | 3 Ways To Prepare For The Impending DOL Fiduciary Rule

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