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Fiduciary

The Fiduciary Rule Is Dead; Long Live the Fiduciary Standard!

Submitted by Bernhardt Wealth Management on June 25th, 2018

On Thursday, June 21, the U.S. Fifth Circuit Court of Appeals, based in New Orleans, confirmed a March decision to strike down the U.S. Department of Labor (DOL) fiduciary rule for persons providing investment advice for retirement accounts.

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The Fiduciary Rule? The Saga Continues . . .

Submitted by Bernhardt Wealth Management on April 2nd, 2018

In a split decision (2-1) on March 15, the Fifth US Circuit Court of Appeals, which oversees litigation from district courts in Louisiana, Mississippi, and Texas, vacated the Department of Labor’s fiduciary rule for persons providing investment advice and p

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The New Fiduciary Rule and Your Retirement Accounts

Submitted by Bernhardt Wealth Management on June 12th, 2017

You may recall the dustup that happened last February, when President Trump announced by memorandum a delay in the implementation of the fiduciary rule for retirement plans, scheduled to take effect on April 10, 2017.

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To Halt or Not to Halt? The Fiduciary Rule Is the Question

Submitted by Bernhardt Wealth Management on February 6th, 2017

At last week’s TD Ameritrade conference, the halls were abuzz with news that an executive order signed by President Trump on February 3, 2017, would halt implementation of the Department of Labor’s fiduciary rule.

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Will the DOL’s Fiduciary Rule Survive?

Submitted by Bernhardt Wealth Management on November 28th, 2016

A few weeks ago, RIA Biz ran an interesting article on the fate of the DOL’s fiduciary rule where MarketCounsel president and CEO Brian Hamburger predicted a Trump admi

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Is the DOL Fiduciary Rule Here to Stay?

Submitted by Bernhardt Wealth Management on June 19th, 2016

We heard some good news about the Department of Labor’s (DOL) new fiduciary regulations last week. William McNabb, chairman and chief executive officer of Vanguard, said at the Morningstar Investment Conference last week that he believes the new regulations will be enacted, despite a flurry of lawsuits filed against the new rules.

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DOL’s Fiduciary Ruling Faces Legal Challenge

Submitted by Bernhardt Wealth Management on June 5th, 2016

The lawsuit everyone has been waiting finally arrived last week, perhaps opening the litigation flood gates.

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The DoL’s Fiduciary Rule: A Step in the Right Direction

Submitted by Bernhardt Wealth Management on April 10th, 2016

When the Department of Labor (DoL) finalized its fiduciary rule last week, it seems there was something for everybody. As of January 2018, all financial advisors will be required to act in their client’s best interest when giving retirement investment advice.

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Update on the Fiduciary Rule

Submitted by Bernhardt Wealth Management on March 13th, 2016

At a time when political rhetoric surrounding Congress inserting itself into the fiduciary debate has muddied the waters for consumers of financial advice, Joshua Brown’s The

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Fee-Only Should Mean Just That

Submitted by Bernhardt Wealth Management on August 2nd, 2015

When I tell you Bernhardt Wealth Management (BWM) is a fee-only firm, I mean just that. Charging a fee on the assets we manage is the only way we are compensated by our clients. We do not earn commissions.

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