investor protection

Top Three Influencers of Fiduciary Advice

Leave a Comment / addiction, Duell, Duell Wealth Preservation, elder abuse, fiduciary, fiduciary financial adviser, Gary Duell, investing, investor protection

I’ve always believed a universal fiduciary standard should exist for anyone who gives advice to others that can affect- and ruin -lives, whether it’s journalists, bankers, stock brokers, teachers or wedding planners.  I don’t know why the fiduciary focus is strictly on finances.  If you hold yourself out as an expert, you’d better not be […]

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Trump’s delay of Fiduciary rules is a good thing.

1 Comment / Duell, Duell Wealth Preservation, elder law, fiduciary, fiduciary financial adviser, investor protection, Pokemon

Well, no, it isn’t. But it could be. To get up to speed, here’s a good summary of the rules: https://www.dol.gov/ProtectYourSavings/FactSheet.htm Yeah, that is a many thousands of words summary.  You should see the whole thing! In a nutshell, the Dept. of Labor’s new rules would have required anyone who gives advice about retirement plans

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