IFS Blog

[Webinar] DOL Advisor Toolkit: Product Reveal

Posted by Tracie Hummel on Sep 22, 2016 10:15:00 AM

Earlier this week, we announced the launch of our DOL Advisor Toolkit, a comprehensive solution for advisors to manage compliance with the DOL fiduciary rule. The toolkit includes a variety of features including account reviews, dynamic dashboards and client communication tools. Most importantly, the DOL Advisor Toolkit enables advisors to automate and execute a number of compliance actions such as executing disclosures, converting accounts or closing accounts. Ultimately, the DOL Advisor Toolkit enables advisors to gain a holistic view of their book of business and take a proactive approach towards compliance and help advisors select the products that make the most sense for them.

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Topics: IFS News, IFS Events, DOL Fiduciary Rule