Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

How the DOL Fiduciary Rule Can Help Your Organization Succeed

The Department of Labor’s Conflict of Interest Final Rule—the fiduciary rule—will greatly impact the financial services industry and how financial advisers interact with clients. In this free eBook, think2perform's Doug Lennick, CFP® explains the historical context of the DOL fiduciary rule and what it means for the future of financial services. He then lays out a plan to help firms not only adapt to the changes, but use them to develop a competitive advantage in the industry. 

In this free eBook, you will learn: 

  • Historical context and major components of the DOL fiduciary rule
  • How to use the DOL Fidcuiary Rule to your organization's advantage
  • The importance of creating a holistic, advice-based approach to fees

Download How the DOL Fiduciary Rule Can Help Your Organization Can Succeed Now