The new conflict of interest rule, often referred to as the “fiduciary rule,” from the U.S. Department of Labor (DOL), is without question, prolific. It is not a question of whether financial services companies must deal with it– it’s a question of how they will. This paper is intended to provide insight into the new rule and the impact it is likely to have on organizations in the financial services industry, as well as ideas for moving forward. Read on to learn:

• Key takeaways from the rule
• Timeline
• Preparing to assess the impact
• Assessing and adjusting
• Questions to ask
• Client success story

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