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Fiduciary Update: DOL to Extend Deadline for Phase Two of Conflict of Interest Rule
Phase Two, Dealing with Exemptions and Establishing Class-Action Right to Sue, Will See 18-Month Delay The Department of Labor (DOL) is implementing portions of the Conflict of Interest rule into two phases. Phase one took effect on June 9 and requires advisors and agents to act as fiduciaries, make no misleading statements, and accept only […]
In The Loop Newsletter August 16, 2017
Click here to view the August 16, 2017 edition of In The Loop
Protect your ID and documents on vacation
In today’s digital world, toting (read more) hard copies of your ID and important documents seems a tad old-fashioned. Nevertheless, until wallets go extinct, carrying some cards and papers will be essential—especially when you’re traveling.