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“Houston, the Fiduciary Has Landed.” Where Does “Fiduciary” Go From Here?

“Houston, the Fiduciary Has Landed.” Where Does “Fiduciary” Go From Here?
December 06
02:15 2016

Yes, the DOL exposed the folly of treating tax-deferred vs. taxable accounts differently, but the real issue remains that “advisers” and “advisors” are not held to the same regulatory standard. With or without the current DOL Rule, this is the vital question that needs to be answered.

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Christopher Carosa, CTFA

Christopher Carosa, CTFA

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