Experiential Wealth


Philip Chao interviewed on DOL Fiduciary ruling for “On Pitch” Podcast

Jun 23, 2016 | Company News, Individuals, Institutions, Opinions, Plan Sponsors

I recently took part in an interview with Finworx on the recent DOL Fiduciary Ruling, as part of their “On Pitch” podcast. Titled “You Either Fi-DO-ciary, or You Fi-DON’T,” this
interview is available on the Finworx website or on iTunes, if you’re interested in listening.

I hope you will find this podcast interesting.  As always, I appreciate your thoughts and comments.