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.
We are hosting a product reveal for the DOL Advisor Toolkit on October 6, 2017, at 1 pm. The product reveal will include a live demonstration of the DOL Advisor Toolkit, information about the DOL Fiduciary Rule and an opportunity to ask our panel of experts questions.
**This post was written prior to our webinar. You can access a recording of the webinar below**