Meeting of shareholders

Preparing for Compliance with the Fiduciary Rule

By KBS Direct As you may already know, the Department of Labor’s Fiduciary Rule rule has been postponed until July 1, 2019. But recently, Securities and Exchange Commission Chairman Jay Clayton publicly stated that the SEC has plans to enact its own fiduciary standard. In other words, momentum for transparency between advisers and their clients continues to grow. That’s why........
Investors group

How Investors May Benefit from the Fiduciary Rule

By: KBS Direct The Fiduciary Rule has yet to take effect, having been pushed out to mid-2019; however, to invoke its name is to create a stir in the world of financial advisors. The rule has taken on a life of its own, and now it may not even matter if it ever becomes a law—it’s bringing change anyway. The........
Self-Directed IRA-color

A Quick FAQ on the Fiduciary Rule

The Department of Labor’s Fiduciary Rule—which has been delayed until July 1, 2019—is meant to ensure that transparency becomes general principle across the board. It also signals that educated consumers want a more transparent, data-driven process. Level the Playing Field The new rule aims to make all advisers play by the same rules, at least for retirement accounts. The new........

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