by Paul Fennell | Apr 7, 2016 | Articles
It’s finally here, and the financial industry may never be the same. The final rules contain significant changes from the 2015 proposal, but the overarching theme remains the same: in the brave new world of retirement plan and IRA investment advice, everyone is a...
by Paul Fennell | Apr 1, 2016 | Articles
On October 22, 2015, the Department of Labor (DOL) published Interpretive Bulletin 2015-01, overriding 2008 guidance that effectively prohibited the use of social, environmental, religious, or moral considerations in retirement plan investing. The Bulletin breathes...
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