transcript   Transcript

Update on the DOL’s Fiduciary Rule

Recorded on: May. 17, 2017
Running Time: 01:12:40

Full Transcript:

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Taken from the Web Program Pension Plan Investments 2017: Current Perspectives recorded May, 2017 in New York.

Update on the DOL’s Fiduciary Rule [01:12:40]
  • Department of Labor’s review pursuant to the February 3 Executive Order
  • Product change in reaction to the Rule
  • Department of Labor’s FAQs and other interpretive issues
  • The future of the fiduciary standard for financial advisors

Patricia Anne Kuhn, Andrew L. Oringer, Michael B. Richman

The purchase price of this segment includes the following article from the Course Handbook available online:

  • The New DOL Fiduciary Rule: Impact on Mutual Fund Distribution (August 2016)
    Susan M. Camillo, Christine Ayako Schleppegrell, Kaitlin McGrath, Douglas P. Dick, Andrew L. Oringer, Mark D. Perlow, Jack W. Murphy
  • The Brave New Fiduciary World Has Arrived—The DOL Tries to Find a More Ideal Balance in the Final “Investment Advice” Rules (May 2016)
    Susan K. Grafton, Susan M. Camillo, Christopher P. Harvey, Andrew Braid, Sarah Burke, Stephanie A. Capistron, Aryeh Zuber, Andrew L. Oringer, Stephen H. Bier, Julien Bourgeois, Christine Ayako Schleppegrell, Chelsea M. Childs, Young Eun Lee, Jack W. Murphy
Patricia Anne Kuhn ~ Managing Director and Associate General Counsel, Investment Management, Bank of America
Andrew L Oringer ~ Dechert LLP
Michael B Richman ~ Morgan, Lewis & Bockius LLP
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