Don Trone: Prepare for the DOL Fiduciary Rule by Thinking BIGs

Don Trone, L5, published an article for Napa-Net.Org on how advisors should think beyond the minimum DOL Fiduciary Rule standards, but look beyond that to behavioral and inspirational governance.

© 3ethos

The new DOL conflict-of-interest rules are complex, and the liability associated with serving retirement investors is going to increase dramatically.

“Liability is going to arise from whether you can demonstrate that you have properly employed generally accepted fiduciary best practices.”

Continue to read the entire article in PDF format linked here.

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#dontrone #fiduciary #thinkbig #behavioralgovernance #inspirational #neurofiduciary #dol #erisa

ThinkAdvisor: The IA 25

3ethos CEO Donald Trone was recognized by ThinkAdvisor on Veterans Day for his service in the Army, Coast Guard, and USCG Reserve.

A link to the article is here.

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