Department of Labor: Fiduciary Rule Changes Impacting Retirement Accounts

Posted on June 9, 2016May 9, 2022

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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 6^th, 2016 at AAFCPAs’ Annual Nonprofit Educational Seminar.

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About the Author

Carmen Grinkis, PhD, CLTC, CLU®, CFP®

Carmen is a Wealth Advisor and Co-Managing Partner of AAF Wealth Management, specializing in comprehensive financial planning solutions for individuals, families, business owners, nonprofits & foundations. Carmen is a licensed investment adviser and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. She also has a PhD in Clinical Psychology and 15 years’ experience as a practicing psychologist. This perspective benefits clients because much of financial planning is about life planning.