EPISODE · Jul 5, 2016
fi360 Fiduciary Talk 31: DOL Rule a Cultural Perspective - Sales vs Advisory Approach
from Fi360 Fiduciary Talk · host fi360, Inc.
Sales and advisory organizations are fundamentally different. That is the premise of the Labor Department's new conflict-of-interest rule. They have different priorities, which shape the culture and practices that exist in each. Consequently, they must be regulated differently and should be distinguishable to the public.
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fi360 Fiduciary Talk 31: DOL Rule a Cultural Perspective - Sales vs Advisory Approach
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