The DOL Fiduciary Rule: Turn Challenge Into Competitive Advantage

Thursday, March 30, 2017 | 4:15 p.m. ET Providing a fiduciary level of service is an increasingly important differentiator for wealth managers. Sure, clients want advice that is aligned with their best interests. No adviser wants to be perceived as not having the clients’ best interests top of mind. But, how exactly do wealth managers know they are meeting the fiduciary standard?

In this webinar, Skip Schweiss, Managing Director of Advisor Advocacy & Industry Affairs, TD Ameritrade Institutional, and David Trainer, CEO of New Constructs, provide ideas for turning the new fiduciary rule to a potential advantage. They share their perspective on how to fulfill fiduciary duties in an efficient and compliant manner.

Attend this webinar and learn ways to help you:
Differentiate and grow your business
Improve client trust and relationships
Provide a higher level of service
Fulfill fiduciary duties in a cost efficient way
Make better investment decisions
Lower investment risk

The NAEPC has approved this program for one (1) CE credit hour in estate planning for the AEP^® designation program.

The Certified Planner Board of Standards (CFP) has approved this program for 1 CE credit hour.

IMCA has accepted The DOL Fiduciary Rule: Turn Challenge Into Competitive Advantage for 1 hour of CE credit towards the CIMA^®, CIMC^® and CPWA^®certifications.


David Armstrong Editor-in-Chief WealthManagement.com Moderator	David Trainer CEO New Constructs Speaker	Skip Schweiss President TD Ameritrade Trust Company (TDATC) Speaker

The presentation will be recorded, but credits will not be available for playback viewing.