The New York-based firm announced it’s launched its “Evolutionary Fiduciary” campaign, which “highlights the changing landscape and the key influencers impacting advisor best practices.”
The comprehensive campaign includes a microsite with fiduciary resources and FAQs, and a form where visitors to the website can submit their specific questions.
“Manning & Napier’s fiduciary experts will answer the questions most frequently asked by advisors, and update the microsite regularly as the April 2017 deadline nears,” according to the announcement.
“The DOL’s Fiduciary Rule is causing significant disruption in the industry and it becomes critical for advisors to understand how to evolve in this new environment,” Shelby George, JD, CEBS, senior vice president of Advisor Services at Manning & Napier. “While advisors will look to their broker-dealer for assistance with technical compliance, there are fewer resources available to help advisors refine their fiduciary practices under the new regulatory framework.
“We launched this campaign to help advisors go beyond understanding what is in the best interest of the average investor,” he added. “We want to help advisors identify and meet the specific objectives of each unique client through changing environments.”