Preview Mode Links will not work in preview mode

CPA Conversations podcast


Oct 19, 2017

The U.S. Department of Labor released important changes to the fiduciary standard in 2016, and many financial professionals have already implemented these regulations into their practices. But what exactly are these changes, and when is compliance required? Phillip Long, JD, vice president of employee benefits legal services of BB&T Retirement and Institutional Services, addresses these issues and much more in this preview of his upcoming PICPA webinar, “Get Compliant with the Fiduciary Rule,” on Oct. 26, from 9 a.m. to 11 a.m.