Industry News and Trends •
eMoney Communications Team
April 6, 2016
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.
eMoney Blog | 8 Ways to Show Clients the DOL Ruling Doesn’t Scare You
InvestmentNews | 51% of advisers see DOL fiduciary rule benefiting business
MarketWatch| The ‘fiduciary rule’ is a great victory for retirement savers
FinancialPlanning | Veres: Professional Advisors Already Winners with Fiduciary Rule
InvestmentNews | How will the DOL enforce its fiduciary rule?
InvestmentNews | What is ‘reasonable’ cost under DOL’s fiduciary rule? Well, it depends
Financial-Planning | A Seismic Shift: Industry Reacts to Fiduciary Rule
Investment News | ‘Fiduci-what?’ Most clients don’t know what the fiduciary duty really means
InvestmentNews | Variable and fixed-indexed annuities feel sting of DOL fiduciary rule
ThinkAdvisor | How the DOL Fiduciary Rule Will (and Won’t) Affect RIAs
FA-Mag.com | Advisors Fear DOL Fiduciary Rule Could Hurt Their Service Models
FinancialPlanning | DOL Fiduciary Proposal: How Tech is a Game Changer
New York Times | ‘Customers First’ to Become the Law in Retirement Investing
ThinkAdvisor | RIAs, Reps Plan to Drop Small Clients Under DOL Fiduciary Rule
InvestmentNews | 10 Frequently Asked Questions About the DOL Fiduciary Rule
InvestmentNews | Advisers must brace for DOL fiduciary by ramping up technology plans
Morningstar | DOLs Fiduciary Rule For Advisors Could Reshape the Financial Sector
ThinkAdvisor | Dalbar’s Harvey: DOL Fiduciary Rule’s Cost to Brokers’ Businesses
InvestmentNews | Will the advice you give be subject to the DOL fiduciary rule?
InvestmentNews | Going Under the Hood of the New DOL Fiduciary Rule
InvestmentNews | Time to get on board the fiduciary train
InvestmentNews | Position your firm to compete in a world under the DOL fiduciary rule
InvestmentNews | The rollover irony of the DOL’s proposed fiduciary rule
Fidelity | Six Ways to Help Prepare for the Proposed DOL Investment Advice Rule Article
Envestnet | Preparing for the DOL Fiduciary Rule
Orion | Technology’s Role in the Department of Labor’s Fiduciary Changes
Ebix | 3 Ways To Prepare For The Impending DOL Fiduciary Rule
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