David Lenok is a senior editor for Wealthmanagement.com and Trusts & Estates. He's an attorney admitted to practice in New York and writes about general wealth planning issues.
The Department of Labor won’t further delay the June 9 effective date for the fiduciary rule; review will continue until final implementation on Jan. 1, 2018.
Advisors need to balance leveraging the latest technology to best serve clients while simultaneously offering refuge from our fast-paced, interconnected world.