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Fiduciary Rule Impact.pdf

ccmc_fiduciaryrule_harms_smallbusiness.pdf
Preview of Fiduciary Rule Impact
🔗 Source: uschamber.com
📊 Size: 1.14 MB
👤 Author: Tim Rodriguez
⬇️ Downloads: 40

Summary

The Fiduciary Rule will harm small retirement savers by limiting access to investment products and advice, with 92% of firms surveyed saying it could restrict products, and up to 7 million IRA owners potentially losing access to advice. Surveys also found that 71% of advisors will stop providing advice to small accounts, and 35% will stop serving accounts under $25,000, due to increased costs and risks.

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Description

The Fiduciary Rule will harm small retirement savers by limiting access to investment products and advice, with 92% of firms surveyed saying it could restrict...

Technical Information

  • File Format: PDF
  • File Size: 1.14 MB
  • Pages: 20
  • Language: EN
  • Author: Tim Rodriguez
  • Total Downloads: 40
  • Last Updated: 1 week ago

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This PDF document about Fiduciary Rule Impact provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into Fiduciary Rule Impact.

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