The Department of Labor Fiduciary Rule is a mere 2 months old. But like any 2 month old, it causes anyone around it to lose quite a bit of sleep. And it tends to smell sometimes. And in particularly stressful moments, it makes you wonder if you have any idea what you're doing.
Well we found someone who knows what she's doing. Cindi Hill is the rare CFP(R) practitioner that liked compliance so much that she made it her primary business! Cindi has been following the rule, and she's got some updates and best practices to share with us. Hurry up and listen before they change all the rules again and we have to record an entirely new episode.
Places You Might Live If You've Never Heard of the DOL Rule