Fiduciary Double Speak, Owners Watch Out; Rules Change 4-8-2017

I’m that guy who loves details and actually reads things like the Fiduciary rule changes coming in April 2017. But, the 70 pages I just read have just been put on hold by President Trump (the article was written in election season). But, the industry leaders and bankers have acknowledged they may impose the spirit of the regulations.

I write my notes below knowing much of this or all of it may be deleted. So, stay tuned for more.

Breaking Fiduciary rules puts people in jail. Cool? Well, not so much. The rules have been revised, here’s the DOL statement about the new rules coming April 2017: Continue reading “Fiduciary Double Speak, Owners Watch Out; Rules Change 4-8-2017”