The Department of Labor’s Fiduciary Rule was a fire drill for the financial advice industry that consumed months of resources, but Kehrer Bielan’s research helped the bank insurance and securities community navigate the shifting landscape, assess alternative responses, and take a strategic, data-driven approach to get positioned for a new era. Now as the DoL Rule limps to an uncertain finish line, our research continues to provide a resource for recalibrating direction.
Product Menu and Pricing under the DoL Rule: Survey Summary (2017)
Selling Index Annuities under the DoL Rule (2017)
Selling Fixed Rate Annuties under the DoL Rule (2017)*
Designing an Advisor Comp Plan under the DoL Fiduciary Standard (2016)
DoL Revenue Impact Calculator (2016)