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Prediction 7: #BIC exemption #fiduciary advisers will not need contract before 1st discussion, but disclosures then and retro contract later — fred reish (@fredreish) August 8, 2015
Prediction 7: #BIC exemption #fiduciary advisers will not need contract before 1st discussion, but disclosures then and retro contract later
Prediction 10: sales carve-out from #fiduciary definition for large plans. Pressure to allow sales to small plans & IRAs. #DOL won't do that — fred reish (@fredreish) August 13, 2015
Prediction 10: sales carve-out from #fiduciary definition for large plans. Pressure to allow sales to small plans & IRAs. #DOL won't do that
