The New Fiduciary Rule: Friend or Foe? (Webinar)

We just wrapped up the most recent segment of our OneBite® Webinar series, “The New Fiduciary Rule: Friend or Foe?”. The webinar took a deep dive into the U.S. Department of Labor (DOL)’s investment fiduciary rule, which will forever change the way retirement advice is provided to American workers and retirees.

Check out the replay of the full webinar, plus resources and tools that can help you prepare before the rule takes effect on April 10, 2016. But first, it’s important to understand how we got here today — let’s take a quick trip through history.

the-road-to-the-dols-fiduciary-rule

Take Action: Download the Resources

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Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. Wipfli Financial is a proud affiliate of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial’s management, operations, services and fees is set forth in Wipfli Financial’s current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at www.adviserinfo.sec.gov. Wipfli Financial does not provide tax, accounting or legal services. The views expressed by the author are the author’s alone and do not necessarily represent the views of Wipfli Financial or its affiliates. The information contained in any third-party resource cited herein is not owned or controlled by Wipfli Financial, and Wipfli Financial does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Wipfli Financial of the third party or any of its content or use of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner, investment advisor, attorney or other professional.
Amanda Liberatore
Amanda Liberatore

Content Marketing Specialist

Amanda Liberatore is the Content Marketing Specialist for Hewins Financial Advisors, based in Chicago, IL. She is the managing editor of OneBite and heads the publication's editorial staff.

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The New Fiduciary Rule: Friend or Foe? (Webinar)

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