Experiential Wealth, Inc.
Experiential Wealth, Inc.
Experiential Wealth, Inc.


Fidelity’s Approach to DOL

May 16, 2017 | Company News, Plan Sponsors, Regulations

Philip Chao is quoted in the Investment News regarding Fidelity’s business model to comply with the new Fiduciary Rule and its prohibitive transaction exemptions. Here is the link to the May 15, 2017 article reported by Greg Lacurci as well as the full PDF version: Fidelity Approach to DOL – InvestmentNews 2017 05 15.