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In the News

How a New Rule Could Change the Way Advisers Handle Your Retirement Money

By Tara Siegel Bernard March 26, 2024 The New York Times

“Financial professionals should be required to handle our retirement money with the utmost care, putting investors’ interests first.” CFP Board agrees. Retirement investors could be making “irrevocable” decisions, notes 2022 Board Chair Kamila Elliott, CFP®. The U.S. Department of Labor’s proposed retirement security rule would meet an investor’s reasonable expectation of a relationship of trust and confidence.

Read more at The New York Times

The New York Times
Tara Siegel Bernard
March 26, 2024