The financial services industry is changing rapidly and the 5th Circuit Court’s decision to vacate the DOL fiduciary rule has left many financial professionals in a virtual fiduciary purgatory.
The silence from the DOL is deafening, and pending rules being created by various states and the SEC have left many financial professionals scratching their heads wondering if they are still considered fiduciaries or not.
On April 23rd at 1:00 ET, join Rick McClanahan, Fiduciary thought leader and Founder of the National Association of Certified Financial Fiduciaries (NACFF), and discover the most recent changes concerning the fiduciary rule, as well as what it means to be a true fiduciary.
He will identify the things you should be doing now to protect yourself, your practice, and your clients in light of the 5th Circuit Court’s ruling to vacate the rule and the pending SEC version which has yet to be released.
Rick will also explain the benefits of obtaining the Certified Financial Fiduciary® designation and how it will help you increase your production and grow your practice based on the NACFF fiduciary pledge of: “Good faith, care, and loyalty to our client’s best interest!”