DOL Digest September 19, 2016

SSN Marketing DOL

The Department of Labor fiduciary rule has accelerated the need for advisors to shift away from investment management as the sole driver of their value and incorporate holistic advice and value-added service offerings. As a result, the practice of the future will need to focus on comprehensive planning and behavioral coaching. If behavioral financial advice isn’t already a key component …

DOL Digest July 11, 2016

SSN Marketing Corporate Office, DOL

If you’re wondering whether you’ll need to restructure your value, pricing and service as a result of the Department of Labor’s fiduciary rule, consider these three near-certainties under the new regulation: If you deal with qualified accounts or IRAs, including IRA rollovers, you will likely be considered a fiduciary under the new DOL rule and will be subject to its …