Investment Technology Blog

At the 2018 ABA Wealth Management and Trust Tina Madel, VP of Solutions at InvestEdge talks about current industry trends in fiduciary compliance.

Click here to listen.

After numerous delays, updates and court decisions, the future of the DOL Rule remains uncertain. While regulators still have not offered a clear picture of what to expect, advisory firms are using this time to examine their processes and payment structures to ensure they will be prepared to comply.