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2:00 - 2:45 Shelby George


Finding Business Opportunity in the DOL’s New Fiduciary Rule


Shelby George
SVP, Advisor Services, Manning & Napier Advisors, LLC


Session Description

A new wave of excessive fee litigation and the Department of Labor’s (DOL) new regulations has the financial services industry abuzz. The DOL’s conflict of interest rule is expected to cause significant disruption in the employer-sponsored retirement plan and IRA marketplace. Amidst the uncertainty, benefits professionals may face new risks, but can also find new business opportunities. Please join me  as we discuss the DOL’s new rule, likely marketplace implications and the potential business opportunities as a result.


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