Most Clicked StoriesMore >


Lawyers give insight on fiduciary rule as deadline nears

FSI NewsBrief | Apr 26, 2017

The Labor Department has not changed the fiduciary rule, so lawyers Fred Reish and Brad Campbell say industry members should prepare for the June 9 implementation deadline. "Not one comma has changed within the rule itself, and so everything we have warned about in the years of debate leading up to this point, all the examples of circumstances that would amount to a broker triggering fiduciary advice and fiduciary breaches for the first time, becomes applicable on June 9," said Campbell. PlanAdviser.com (04/25)


How to encourage referrals from clients

FSI NewsBrief | Apr 27, 2017

FSI urges Acosta to make DOL rule top priority

FSI NewsBrief | Apr 28, 2017

Commentary: Fiduciary rule delay must be extended

FSI NewsBrief | Apr 25, 2017

Tips for building strong practices in rural areas

FSI NewsBrief | Apr 25, 2017

Expert notes pitfalls in RMD calculations

FSI NewsBrief | Apr 26, 2017

How to judge whether retirement savings are enough

FSI NewsBrief | Apr 26, 2017

Best practices for client-satisfaction surveys

FSI NewsBrief | Apr 24, 2017

Hensarling confident Dodd-Frank repeal will pass House

FSI NewsBrief | Apr 28, 2017

Piwowar: SEC should lead on fiduciary duty

FSI NewsBrief | Apr 24, 2017


Find FSI NewsBrief Issues by Date:





Sign up for FSI NewsBrief



Designed specifically for independent broker-dealers and independent financial advisors, FSI Newsbrief is a FREE daily e-mail newsletter. It provides the latest news to help you stay on top of the industry and better advise your clients. Learn more