Agonizing over “Fiduciary”

June 20, 2024 by Dan Solin

I support the efforts of The Institute for the Fiduciary Standard to subject all those providing financial services to a fiduciary standard of care.

The Department of Labor has embarked on a “fourteen-year-old quest” to define fiduciary status. Its latest effort is outlined in its Retirement Security Rule, published on April 25, 2024, which defines an investment advice fiduciary.

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Dan’s new book for millennials, Wealthier: The Investing Field Guide for Millennials, is now available on Amazon.

Originally Posted at Advisor Perspectives on June 18, 2024 by Dan Solin.