The attached article, Turning Lemons into Lemonade: DOL Requirements Create Win-Win for Those who Embrace Goals-Based Wealth Management, describes how to improve investor outcomes, helps firms and financial advisors adhere to the new DOL Fiduciary Standard and ensure advisor compliance.
IMCA asked our colleague, Jack Sharry to write for their Investments & Wealth Monitor, October, 2016 magazine issue, entitled Retirement Deep Dive.
The digital version of the magazine is available at: http://www.imca.org/investment-current.
LifeYield is working with many firms to help them meet the DOL Fiduciary Standard. We would be happy to see if LifeYield can help your firm. Let us know a good time to discuss. You can reach us at: email@example.com or 617-502-5660.
It's not what you earn, but what you keep
"Our studies show top advisors spend 1-3 hours completing a comprehensive cash harvest; advisors observed the LifeYield tool will do it within seconds and ensures consistency of process and outcome."
Warren Cormier, President, Boston Research Group and Co-Founder, Behavioral Finance Forum