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Newly Proposed DOL Fiduciary Rule: Moving to a Universal Fiduciary Standard (PPT)
The Wagner Law Group 
[Guidance Overview] Apr. 29, 2015 33-slide Powerpoint presentation. Topics include: [1] Background on existing rule; [2] Proposed fiduciary definition; [3] Carve-outs from definition; [4] Proposed best interest contract exemption; [5] Other proposed exemptive relief; and [6] Timeline for rulemaking. MORE >> |
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