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Brokerage, Annuities Industries Make Last-Ditch Effort to Delay DOL Fiduciary Rule

By Tracey Longo April 15, 2024 Financial Advisor Magazine

CFP Board supports the U.S. Department of Labor's proposed retirement security rule, arguing that investors need tougher fiduciary standards on retirement rollover investment advice. CFP Board testified before Congress earlier this year, stating that the majority of their nearly 100,000 certificants in the U.S. accept some form of commission while still maintaining adherence to CFP Board's rigorous fiduciary standard.

Read more at Financial Advisor Magazine

Financial Advisor Magazine
Tracey Longo
April 15, 2024