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Continuing Fiduciary Trend and How the AIF Designation Fits In


Dec. 20, 2016
Recorded Online

A review of legislation, regulation, and case law in recent years clearly points to the fact that the financial services industry has been heading down a fiduciary path.  

The DOL’s Conflict of Interest Rule puts an exclamation point on that trend.  Will the Rule survive a new Administration in Washington, DC? How has this trend affected the number of advisors seeking the AIF designation? How does the AIF designation equip advisors to navigate this current environment?

Presenter: J.Richard Lynch, AIFA®, Director, fi360

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