As expected, there’s a whole lot happening at fiduciary firm Fi360 in light of DOL rule chaos. We got some help in breaking it down.
The video titled “How Financial Institutions Are Handling the Fiduciary Rule” features Matthew Wolniewicz from Fi360. The video, published on June 2, 2017, discusses how financial institutions are responding to the fiduciary rule, which impacts 401k advisors and the broader financial industry.
Due to the low quality of the transcription, I couldn’t extract detailed content from the video. If you are looking for specific information or a more detailed summary, I recommend watching the short 2-minute and 38-second video directly here.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
