What is a Quality Financial Plan?
It's not an easy question, but MoneyGuidePro® can help. The 2016 Department of Labor (DOL) rule and Best interest
Contract (BIC) requirements make investing, advice and planning inextricably linked.
In a recent survey, the majority of advisors believe that one cannot meet the standards of a fiduciary if their
client doesn't have a quality plan, and they identified a number of
obstacles to creating that plan.