Fiduciary Q&A: Will the New Rule ‘Bleed Over’ to Nonretirement Accounts?
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.
Damato, Karen, "Fiduciary Q&A: Will the New Rule ‘Bleed Over’ to Nonretirement Accounts?" (2016). In the News. 1289.