Traphagen Wealth Radio

Department of Labor (DOL) Rule; Changes to Fiduciary Standards


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This is a discussion of the following:

1. Overview of the new DOL rule that could affect almost all financial advisers

2. Discussion of how this new rule can affect investors and their portfolios and current adviser relationship

3. Summary of what a 'Fiduciary' means and what advisers historically worked under this standard vs. new advisers affected by this rule

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Traphagen Wealth RadioBy Traphagen Wealth Management Team