In a letter to the Labor Department, groups ranging from the Consumer Federation of America to the AFL-CIO urged the DOL to strengthen the fiduciary protections for retirement investors that went into effect in February 2021.
When his father passed away suddenly, Dr. Travis Parry, then a financial advisor, fell into a workaholic trap, as he had to clean up the financial mess left behind. He’s since devoted his career to helping advisors not fall victim to the same traps.
A small subset of OSJs is going beyond simply leveraging scale to get better deals with broker/dealers to become full-service support platforms for advisors.
