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For eBusiness & Channel Strategy Professionals

Use The DOL Fiduciary Rule As A Catalyst For Transformation

Let The Change It Represents Be A Catalyst For Digital Transformation

April 10, 2017

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Why Read This Brief

Originally slated for April 10, 2017, the US Department of Labor's conflict of interest fiduciary rule has been delayed and is now scheduled to go into effect on June 9. Executives in the US wealth and investment management industry continue to wrestle with its ramifications and prepare for its eventual implementation and enforcement. Many firms remain uncertain and unprepared. In this report, we discuss how digital business strategy executives can help their firms prepare, including shifting retirement account sales away from commissions to a fee-based model.

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Table of Contents

  • What Is The DOL Fiduciary Rule?
  • The Rule Is Far Reaching, Even If Less Than Originally Anticipated
  • Recommendations

  • Take A Long-Term Strategy Approach
  • Related Research Documents