Department of Labor Proposes Expanded Fiduciary Rule

Earlier this month, the Department of Labor proposed a new rule that would update the definition of an investment advice fiduciary as part of the Employee Retirement Income Security Act.

This proposal “would require trusted investment advisors to adhere to high standards of care and loyalty when they make investment recommendations and avoid recommendations that favor their financial and other interests at the expense of retirement savers,” with the goal of protecting retirement investors.?

At RTD Financial, we are fiduciaries and we’d have it no other way. We take great pride in providing fiduciary services to our clients and?always acting in their best interest.

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RTD Financial Community Involvement

Community is one of our core values and we are committed to giving back and helping improve the well-being of others in the communities we serve.

Grants

• In Q3 2023, RTD awarded grants to and was proud to support the Share Food Program and Federation Early Learning Services.

Action! Magazine Feature

• RTD was recently featured in Action! Magazine, a publication for wealth management professionals, for Building a Volunteer Culture. Click here to read the article.

Real Men Wear Pink

• The 6th?Annual Real Men Wear Pink Charity Golf Outing raised $25,000 this September. This makes over $100,000 raised for the American Cancer Society – 100% of the profits go directly to the charity. Rich Durso chairs the planning committee consisting of Bill Love, Brent Zackon, and several other Philly business leaders.

Proud to Be Named a Top Financial Advisor

The list recognizes the top advisory firms nationally that are helping clients navigate through their financial lives. The ranking takes a number of factors into account beyond assets under management and RTD is extremely proud to have been named to the list every year since its inception. Click here to read more.

This rating was given in September of 2023 and was based on SEC filings compiled in the 2023 calendar year. RTD did not pay to be part of this rating. The rating was created and tabulated by CNBC in partnership with AccuPoint Solutions using the methodology found here:?https://www.cnbc.com/2023/09/12/heres-how-we-determine-the-fa-100-ranking-for-2023.html

Personal Wealth Management

Our team works with families and individuals to help them navigate financial decisions and develop an evolving plan focused on their unique needs and desires. Learn more.

Employer Retirement Plan Solutions

RTD partners with business owners and executives to design and manage effective retirement programs, helping employees build a solid foundation for their future. Learn more.

Trust Investment Management

We work with individual and corporate trustees to develop investment strategies that meet the varying and often complex needs of beneficiaries. Learn more.

Nonprofit Investment Management

RTD has a dedicated team who works closely with boards and finance committees to develop and maintain high-impact investment plans that meet today's needs while ensuring a stronger tomorrow. Learn more.

If We Can Ever Help, Please Let us Know

At RTD, our relationships are at the center of everything we do and we’re humbled when partners and clients introduce us to their friends, family and network. If we can serve as a resource to someone you know, we’re always available for a conversation. Contact us today.