On April 10, the Department of Labor’s (DOL) new fiduciary rule will begin phasing in, going into full effect on January 1, 2018 (assuming no delays from the new presidential administration).
$500,000 (investment services)
Planning, investment advisory and money management services; 3(38) fiduciary advisor
Asset-based and hourly fees
Charles Schwab & Co., TD Ameritrade
CFA Institute, CFA Society of Austin, Financial Planning Association, The National Association of Personal Financial Advisors