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Infographics

10 Impacts for Advisors and Investors from the New DOL Fiduciary Rule [Infographic]

With the clock ticking until the new DOL fiduciary rule changes take effect later this year, many advisors are wondering how their firm–and their clients–will be impacted.

Although it is still unclear exactly what the final DOL fiduciary rule will look like, industry experts have predicted that it will have wide-ranging implications for the business models and compliance infrastructures of broker dealers, registered investment advisors and ultimately to investors. Impacts to advisors include increased regulatory costs and business expenses and potentially lower revenue. Impacts to investors include fewer options for smaller account sizes, increased rollover cash-outs and a potential decrease–from already low savings rates–in retirement savings for Americans. Check out the 10 impacts outlined below and consider if your firm is prepared to address them.

How are you preparing your practice for the new Fiduciary Rule? Tweet using #FiduciaryRule to share your ideas or questions on how this may impact your firm or your clients.

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financial-advisor-technology-stats-infographic

Infographics

Technology for Financial Advisors

Technology matters more than ever for financial advisors and is a key to driving productivity, efficiency and growth for your firm. How plugged in is your firm when it comes to leveraging technology?

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Infographics

How to Share Brexit With Your Clients

Wondering how to talk to clients about the potential impacts of the Brexit vote? This handy infographic can help.

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Infographics

Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Read more

marketing-for-financial-advisors-statistics-infographic

Infographics

Marketing for Financial Advisors

Marketing is one of the most critical elements to grow your financial planning practice, yet 2/3 of Financial Advisors do not even have a marketing plan. Check out our infographic on marketing for financial advisors – these stats may surprise you. Do you have a marketing plan?

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succession-planning-by-the-numbers-infographic

Infographics

Succession Planning

Planning for the continued success and legacy of all that you have built must be made a priority for your advisory business. Check out our infographic on succession planning – these stats may surprise you. Do you have a plan?

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