Financial Practice after DOL Ruling - Radnor
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Financial Practice after DOL Ruling - Radnor

Financial Practice after DOL Ruling - Radnor

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American Executive Centers

150 N. Radnor Chester Road

Suite F-200

Radnor, PA

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Your Financial Practice After the DOL Ruling

The financial services industry is undergoing its greatest upheaval in more than 35 years following the new ruling from the Department of Labor affecting financial advice related to retirement plans. Thousands of advisors around the nation are scrambling to change their practices to fit the new regulations, which start to go into effect next January (with the balance in 2018).

  • How will this affect your practice?
  • Will you have to plan for a transition period, which can be up to twenty-four months, and expect reduced revenues during the process?
  • Are you in the enviable position of running a financial services practice that already meets the new DOL standards, and want to capitalize on your foresight?

Jim Shulman has worked with dozens of financial services practices over the past two decades, and currently helps advisors who are adapting to monumental changes.



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American Executive Centers

150 N. Radnor Chester Road

Suite F-200

Radnor, PA

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