DoL Fiduciary Rule and its Impact on Wealth Management (Podcast)

In the final installment of the four-part podcast series with Money Concepts, Paul Timm, VP of Marketing with NAFCU Services, sits down with Barry Dayley, EVP with Money Concepts, to discuss how the new Department of Labor fiduciary rule impacts credit unions the implications the new rule has on the wealth management business overall. 

Catch up on other installments of this series: 

The Mobius Loop and Wealth Management

360 Degree Approach to Wealth Management

How to Better Serve Boomers and Their Money

Podcast now available in iTunes.

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EXPERT PRESENTER

barry new headshotBarry Dayley, Executive Vice President, Money Concepts

Barry Dayley is the Executive Vice President of Money Concepts, a world-wide full service wealth management organization. Barry heads the Financial Institution Division of Money Concepts and under his direction since 1998, this division has grown at a rate of over 38% annually. 
 
Barry started his career in Wealth Management in 1981 and has a successful track record of over 20 years helping hundreds of financial institutions large and small establish financial planning and wealth management programs to serve their customers & members. A graduate of Brigham Young University with a degree in Financial and Estate Planning, Barry worked as an independent financial planner for six years prior to being appointed to the headquarters staff of Money Concepts International.
 
Barry is a Certified Financial Planner, and a Registered Financial Consultant. He is a frequent speaker at corporate and industry meetings. He also teaches workshops on financial planning and related topics.

 

Money Concepts Logo NewMoney Concepts is the NAFCU Services Preferred Partner for Turnkey Financial Planning & Wealth Management Solutions. More educational resources and contact information are available at www.nafcu.org/MoneyConcepts.