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March 1, 2016

Fiduciary Rule Insights - A New Publication

Through the support of Saybrus Partners, Saltzman Associates is publishing a series of complimentary papers that outline the main provisions and impacts of the new fiduciary rule as they relate to financial institutions and their continuing efforts to provide annuity solutions to clients.


Our series of papers cover the following topics and will be published

each month as follows:


  • June 2016:  The Fiduciary Rule
  • July 2016:  The Best Interest Contract Exemption
  • August 2016:  Prohibited Transaction Exemption 84-24
  • September 2016:  The Impartial Conduct Standards






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+1 704 243 4513

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