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The Department of Labor's New "Conflict of Interest Rule" (Part II)

May 2016

 Watch Webinar (CLE/CPD Credit Available)

Part II of this two-part program describes the new rule and the implications for investment managers.

The agenda covers:

  • Trends in the retirement space
  • IRA rollovers
  • Distribution channels
  • Alternatives to the Best Interest Contract Exemption
  • Client education
  • Proprietary products