Dan Solin: “I’m not so sure” clients will always need a human touch
It’s not about who will win the Election in November
In testimony, eight groups don’t make a single mention of conflicts’ harms to investors
The Institute submitted a comment letter to the DOL on January 2nd, arguing that Rule opponents seek to eliminate fiduciary advice.
Awarded to Sheryl Garrett About the Frankel Fiduciary Prize
The DOL Rule is Needed to Remind the Industry That Conflicts of Interest are a “Mortal Threat” to Advice