My presentation on the impact to the industry on the proposed DOL Fiduciary rule is available. I have attached a few slides for your review. Call me and I can tell you more about the content. Powerpoint Presentation.
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About the Author
For over ten years, Aaron has helped scores of advisors grow their businesses. With a background in compliance and business process management, Aaron understands how important the right broker-dealer, custodian, or RIA firm is to a thriving practice.