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Fiduciary (R)Evolution

Session Speakers
Session Description

Why Attend
Hear from three leaders in financial services on recent and future changes to fiduciary standards and whether and how you and your firm may be impacted. 

Session Details
What are you required to do under various fiduciary standards? How do they apply to advisors in financial planning, wealth management, and retirement planning?  As the Department of Labor, SEC, CFP Board, and the states adopt or consider different definitions and requirements, the lines are being blurred between investment advisors and broker-dealers. In an expert panel discussion led by Charles Schwab & Co.’s general counsel, Christopher Gilkerson, learn:

  • The latest developments with the standard along with practical guidance
  • Threats and opportunities facing investment advisors of different stripes
  • Potential future impacts on the industry

Additional Information
CIMA-1.5 hrs, CPE-1.5 hrs, CE-1.5 hrs
Education Session
1h 15m
Session Schedule