In the News

Title

The New Fiduciary Rule: Ask the Experts

Document Type

Article

Publication Date

4-15-2016

Abstract

As the financial-services industry works to digest the Labor Department’s new fiduciary-duty rule—requiring advisers making recommendations on retirement accounts to act in their clients’ best interests—financial advisers have many questions about how the new standard will affect the way they do business.

To provide guidance, Wealth Adviser at WSJ.com convened a panel of five experts: lawyers Andrew Oringer and Jason Roberts, academicsJulie Ragatz and Ron A. Rhoades and practice-management consultant Christine Gaze.