New Fiduciary Rule
Submitted by Sound Financial Planning, Inc on June 14th, 2017Friday, June 9 quietly marked a historic day in the financial services world. On that date, all financial advisors will be required to forego any sales agenda and give advice that would benefit their clients or customers—or, if they decide otherwise, to explain how and why they intend to give advice that instead primarily benefits themselves and their brokerage company.