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15 December 2015 Multimedia

DOL Fiduciary Rule

Political Grandstanding, Fearmongering Overshadow Investor Needs

  1. John L. Bowman, CFA
  2. Jim Allen, CFA

CFA Institute is closely following the Labor Department’s fiduciary rule proposal. In this interview, John Bowman and Jim Allen discuss the plan, and remind us that while the DOL, Congress, and the investment industry spar over the proposal to raise investment advice standards for retirement accounts, we should not lose sight of what’s important: the need to protect investors.

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