DOL Fiduciary Rule Ambiguity Mustn’t Derail Quality Client Service

Joe Heider, president of Cirrus Wealth Management, is featured in John Manganaro’s PlanAdviser article discussing how the firm has navigated the DOL fiduciary rule. “Part of what has helped us maintain our direction is that, whether or not it is formally written out in the client service agreements, we strive to act as a best-interest fiduciary to our clients. This is crucial for feeling confident in this uncertain marketplace. Particularly when it comes to the parts of the business that touch on 401(k) plans, we will continue to view this as extremely important, come what may with the fiduciary rule,” he says.