The Fiduciary Rule was adopted under President Obama to protect retirement savers from unfair and biased investment advice. However, recently the Department of Labor proposed an 18-month delay of the Fiduciary Rule to January 1, 2018, which President Trump is currently supporting. Without this rule in place, it is very hard for clients to pursue legal satisfaction against their advisors, which in turn will lower the conduct standards that advisors must follow. This leads to advisors having more power with less responsibility toward their clients.
Money Intelligence is dedicated to following the Fiduciary Rule, regardless of its delay.
This provides Money Intelligence with conduct standards, which in turn will give our clients a loyal and unbiased platform for retirement savings.
Even if you don't choose us to manage your accounts, please ask your advisor
if they are a fiduciary and how they make their money. The answer could surprise you.
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