The Deliberate Approach Won't Work
Michael Mainardi
Disruptor, Crusader for Business Owners, Helping Advisors Engage with a $14 Trillion Currently in Transition, Consultant on the Effective Use of Video, and Don't Need Help with Pronouns
Reading more and more on this DoL ruling I can't help but believe the "traditional" approach by insurance and financial services companies in the past will not be sufficient.Six DOL Fiduciary Tasks