Colleen Bell talks Fiduciary Services at Cambridge
29% of broker-dealer firms took a “wait and see” approach to action on the fiduciary rule – but not Cambridge. First VP of Fiduciary Services Colleen Bell discusses how – and why – Cambridge put resources in place to help advisors.
To comply with regulations, you must understand where we were – and where we are today. Here are some first steps to complying with the new rule, and a rundown of why compliance is an opportunity to excel.