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1 min read

Free Webinar: How the DOL Fiduciary-Only Rule Will Impact Financial Professionals and Consumers

By NAIFA on 4/29/24 2:57 PM

A NAIFA Advocacy Webinar
May 2 | 2 pm eastern

The U.S. Department of Labor‘s final fiduciary-only rule will force the vast majority of financial professionals offering retirement planning services and products into a fee-for-service model, unless Congress or the courts intervene. It will deprive many consumers of the valuable option of working with professionals operating under alternative models, including those with commission-based compensation, that may better meet their needs.

Topics: Legislation & Regulations Standard of Care & Consumer Protection DOL Fiduciary
3 min read

NAIFA President and His Client Offer the DOL a Unique Perspective

By NAIFA on 12/13/23 10:49 AM

The Department of Labor thinks it knows what's best for Americans preparing for retirement. NAIFA President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, and his long-time client Chuck Ross think the DOL is wrong and bring their real-life experience to the argument.

Topics: Legislation & Regulations Standard of Care & Consumer Protection Press Release Federal Advocacy DOL

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