In the News

Title

Fiduciary Q&A: Will the New Rule ‘Bleed Over’ to Nonretirement Accounts?

Document Type

Article

Publication Date

4-27-2016

Abstract

As financial advisers work to understand how the Labor Department’s new fiduciary-duty rule will affect them, Wealth Adviser at WSJ.com once again sought help from our panel of experts: lawyers Andrew Oringer and Jason Roberts, academics Julie Ragatz and Ron A. Rhoades and practice-management consultantChristine Gaze. (More details on our panelists are below.)

As in our first Q&A earlier this month about the requirement that advisers to retirement accounts put their clients’ interests first, here are edited excerpts of the experts’ answers to key questions for financial-services professionals.