Day: November 30, 2017
Primerica Among Recipients Of DALBAR “2017 Mutual Fund Service Award”
www.valuewalk.com, November 30, 2017 In 2017, the Department of Labor’s Fiduciary Rule created new pressures for mutual fund contact centers by redefining what constitutes a fiduciary act more broadly. Today, a casual answer to an investor’s question may be considered fiduciary advice, with all the…