With the Department of Labor's recently issued 'final rule' on fiduciary regulations, the way you offer investment advice for retirement accounts and employee benefit plans must change. In short, you'll need to put the best interests of your clients first—ahead of profits.
View this on-demand webinar hosted by American Banker and hear from industry experts, like Joel Bruckenstein of Technology Tools for Today, and DocuSign to learn how to:
• Understand the key requirements, especially enhanced disclosure
• Meet critical deadlines via rapid implementation
• Retain market share with a greatly improved customer experience
Please fill the below form to download