IRI Insight - Summer 2016

IRI Insight: Department of Labor Announces Final Fiduciary Rule

The U.S. Department of Labor (DOL) issued in April its final fiduciary rule, which significantly expands the types of activities that would make someone a fiduciary under ERISA. In the summer edition of IRI Insight, experts discuss how the new rule will impact the way advisors serve clients on a day-to-day basis. Thomas Roberts from Groom Law Group breaks down the rule and explains what advisors should know.
Also in the summer issue of the IRI Insight:

  • Jackson’s Bill Burrow discusses strategies for boosting Baby Boomers’ retirement confidence, after a new IRI study finds their confidence waning.  
  • Tim Buckeridge provides the top results from Franklin Templeton’s 2016 Retirement Income Strategies and Expectations survey, which found that consumers’ retirement anxiety peaks earlier than conventional wisdom suggests.
  • Prudential Financial’s James Mahaney discusses how to help clients evaluate what’s best for their children’s college education.
  • IRI explains new tools for advisors, including Gainfully, which allows advisors to master compliant social media, and $ensibleU, which provides an opportunity for advisors to meet the next generation of clients.
Click here to download the Summer issue in PDF format or read below.