Summary: Risk management tools and tweaks are being introduced nearly daily now to help advisers comply with the Department of Labor's best-interest rule for retirement advice, which goes into effect in less than six months.
 “Technology is going to help with DOL, but there still needs to be due diligence. Risk assessments and modeling tools contain assumptions and variables, so advisers need to dig as much as they can into how the end result gets calculated.”Sue Glover, President, Susan Glover & Associates
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