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Bridge over ocean
20 July 2017 Comment Letter

Comment Letter on DOL Request for Information on Fiduciary Rule - Delay

  1. Kurt Schacht, JD, CFA
  2. Linda Rittenhouse, JD

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.

Comment Letter on DOL Request for Information on Fiduciary Rule - Delay

View Comment Letter