In the News
How a New Rule Could Change the Way Advisers Handle Your Retirement Money
“Financial professionals should be required to handle our retirement money with the utmost care, putting investors’ interests first.” CFP Board agrees. Retirement investors could be making “irrevocable” decisions, notes 2022 Board Chair Kamila Elliott, CFP®. The U.S. Department of Labor’s proposed retirement security rule would meet an investor’s reasonable expectation of a relationship of trust and confidence.
Read more at The New York Times
The New York TimesTara Siegel Bernard
March 26, 2024