About the author: Brett Coffelt Technology adoption specialist With experience in the financial services industry and a passion to coach advisors through the use of varying products and services, Brett is committed to keeping people informed, educated, and prepared in a challenging and often complicated work environment.
The DOL fiduciary rule: Both sides of the coin There has been a great deal of debate over the years regarding the DOL fiduciary rule. Recently, full implementation of all elements of the rule was delayed to July 1, 2019 while the ruling is under review. Read More