CFA Institute recommends that the DOL delay the applicability date of its fiduciary rule past 1 January 2018 in order to consider additional PTEs and to work with the SEC to harmonize fiduciary duty rules.
CFA Institute recommends that the DOL delay the applicability date of its fiduciary rule past 1 January 2018 in order to consider additional PTEs and to work with the SEC to harmonize fiduciary duty rules.