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The DOL’s new fiduciary rule requires financial advisors to put their clients’ best interests ahead of their own when providing investment advice. Carmen Grinkis, Wealth Advisor, AAFCPAs Wealth Management provides perspective on the ruling and what it means to be a fiduciary. Carmen will also provide attendees with a questioning toolkit, so you can help ensure that your investment advisors are putting your best interest first.
Watch this video clip (1 min 34 sec) for a summary; and then download the full audio of the session recorded May 6th, 2016 at AAFCPAs’ Annual Nonprofit Educational Seminar.
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