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Uncategorized

“Arguably, the Most Comprehensive DOL Rule Solution”

Daniel Satchkov
30 Jan 2017

Bob Veres researches DOL Fiduciary Rule software solutions and finds that “Arguably, the most comprehensive DOL Rule solution is IRAFiduciaryOptimizer, offered by RiXtrema”.

Here is a link to his study: http://www.advisorperspectives.com/articles/2017/01/23/dol-fiduciary-compliance-part-ii-the-most-comprehensive-solutions-for-ria-firms

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Daniel Satchkov

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