DoL Revenue Impact Calculator


SKU: KBRC-2016-DRIC Categories: , Tag:


We have heard from executives that manage investment services inside financial institutions that they expect revenue to decline in 2017 as a result of the disruptions caused by the implementation of the Department of Labor’s Fiduciary Rule. They have also told us they need help managing the expectations of bank management, who expect investment services revenue to grow.

That’s why we created the Kehrer Bielan DoL Revenue Impact Calculator, an interactive tool that models how your revenue picture will change after the Rule goes into effect in April, taking into account the reality of your business and adjusting for the actions you plan to take in 2017.

Additional information

Number of Advisors

Fewer than 25 Advisors, 25-100 Advisors, More than 100 Advisors