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A new meaning for 'fiduciary'?

机译:“信托”的新含义?

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摘要

The U.S. Department of Labor proposed new fiduciary rules in April that significantly affect IRA advisors, including accountants who render advice to holders of individual retirement accounts. Many accountants have affiliations with wealth advisory units, either direcdy or indirectly, and act as financial planners for their clients. In that capacity, they should become familiar with the DOL's proposed IRA fiduciary rule and me liabilities in connection with it. According to the DOL, although many IRA advisors place the IRA holder's best interest first, there may be instances where IRA holders may not necessarily receive the best advice since the IRA advisor may be conflicted.
机译:美国劳工部在4月提出了新的受托人规则,这对IRA顾问产生了重大影响,其中包括向个人退休账户持有人提供建议的会计师。许多会计师直接或间接与财富咨询部门有从属关系,并为客户担任财务规划师。以这种身份,他们应该熟悉DOL提出的IRA受托规则以及与之相关的本人责任。根据DOL的说法,尽管许多IRA顾问将IRA持有人的最大利益放在第一位,但在某些情况下IRA持有人不一定会收到IRA最好的建议,因为IRA顾问可能会发生冲突。

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  • 来源
    《Accounting today》 |2015年第7期|45-45|共1页
  • 作者

    SEYMOUR GOLDBERG;

  • 作者单位

    Long Island University;

  • 收录信息
  • 原文格式 PDF
  • 正文语种 eng
  • 中图分类
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