Prepare now for the upcoming fiduciary rule
Though the U.S. Department of Labor fiduciary rule won’t take effect until April 2017, now is the time to think about how it will impact your business. Susan Catherine Paterson,...
Tag Archives: advising clients
‘The relationship is more important than the designation’
All advisors want to stand out to clients. Victoria Joy Avedesian, a four-year MDRT member based in Newport Beach, California, addressed her feelings about both the value and limit of designations...
