fi360 Fiduciary Talk 31: DOL Rule from a Sales vs. Advisory Cultural Perspective
Posted by fi360 on June 27, 2016
Sales and advisory organizations are fundamentally different. That is the premise of the Labor Department's new conflict-of-interest rule. They have different priorities, which shape the culture and practices that exist in each. Consequently, they must be regulated differently and should be distinguishable to the public..
