Helping Advisors prepare their clients for retirement since 1986.
Despite the obvious need for financial help, many Americans are hesitant to meet with a financial advisor or, if they do meet with an advisor, fail to act on the advice provided to them. Why this dichotomy? If people know they need advice, why do they fail to seek it...
Fiduciary Tech Helps Serve Clients' Best Interests The merry-go-round surrounding the fate of the fiduciary rule took another turn as Labor Secretary Alexander Acosta announced that the agency would not extend the delay of the rule any further. Specifically, on June...
Yesterday, the Department of Labor announced a 60-day delay for the implementation of the fiduciary rule. This decision moves the implementation date from April 10 to June 9. While this is only a delay and not a repeal of the rule, the delay was the give the DOL time...
The Department of Labor dropped a regulatory bomb on the financial services industry on April 6th. Regardless of how the dust settles regarding the true impact of the regulations, TRAK is uniquely situated to help financial advisors comply with the new fiduciary...
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