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Summary: This time we hear from Evelyn Zohlen, president of Huntington Beach, Calif.-based Inspired Financial. She recalls her choice to focus her practice on women in life transitions, and how one client confirmed she had made the right decision.
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Summary: As Oliver brought to America’s attention, the widely-anticipated Labor Department changes to how financial advisors can counsel clients on retirement assets (commonly called the DOL rule) will begin to take effect in a year. This new conflict-of-interest—or fiduciary—rule requires all professionals to recommend what is in a client’s best interest when providing advice on 401(k) assets, individual retirement accounts or other qualified monies saved for retirement.
