Summary
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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