FINANCIAL ADVISORS

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Financial Advisors Knowledge Center

May
3
2016

The DOL’s Game-changing Fiduciary Rule: What Should You Do?

Prepare now to avoid excess disruption

The Department of Labor (DOL) has issued a rule that may change the way you provide investment advice for retirement accounts.

 

You’re not alone facing the changes—the effects are wide-ranging across the financial sector, from product manufacturers and wealth management firms to every individual financial advisor, and even investors.

One important conclusion: Act now

Here’s how. Read our paper to get up to speed on what the rule means to you. You’ll learn:

  • How every adviser will be affected
  • Why much of the fiduciary pressure will come from consumers
  • How to understand the BIC exemption—which is more complicated than anticipated

 

Then follow our B.A.S.E action plan—a process we developed to help simplify the tasks involved with planning for, rather than reacting to, the rule.

Download your paper now.

Complete the form to receive your copy of “The DOL’s Game-changing Fiduciary Rule: What Should You Do?" For more information, contact an SEI Advisor Network consultant at 888-734-2679

Information provided by SEI Advisor Network, a strategic business unit of SEI. Services provided by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI.