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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Barry Dayley, Executive Vice President, Money Concepts
Money 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.