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Tag Archives for: "fiduciary rule"
Home » fiduciary rule
 New annuities sparked by fiduciary rule ‘disruption’
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By cirruswealth
In Interview Coverage
Posted October 10, 2017

New annuities sparked by fiduciary rule ‘disruption’

Joe Heider, president of Cirrus Wealth Management, is included in Tobias Salinger’s Financial Planning article discussing the emergence of new annuity products in an effort to reverse the decline [...]

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 DOL Delays Fiduciary Rule Applicability Dates – What’s the Impact on Money Managers, Investors?
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By cirruswealth
In Interview Coverage
Posted March 6, 2017

DOL Delays Fiduciary Rule Applicability Dates – What’s the Impact on Money Managers, Investors?

Joe Heider, president of Cirrus Wealth Management, is included in TheStreet.com article by Brian O’Connell discussing the Department of Labor’s decision to delay its proposed fiduciary rule on [...]

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 Most advisers think the industry will continue down a fiduciary path despite rule delay
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By cirruswealth
In Interview Coverage
Posted February 3, 2017

Most advisers think the industry will continue down a fiduciary path despite rule delay

Joe Heider, president of Cirrus Wealth Management, is quoted in John Waggoner’s InvestmentNews article discussing reactions to the delay of the fiduciary rule. “I believe that it will give [...]

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 Opponents of New Retirement Rule Renew Efforts to Kill It
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By cirruswealth
In Interview Coverage
Posted April 27, 2016

Opponents of New Retirement Rule Renew Efforts to Kill It

Joe Heider, president of Cirrus Wealth Management, is included in Yuka Hayashi’s Wall Street Journal article about opponents of the new Department of Labor fiduciary rule. “My reaction is a mixed [...]

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 Are brokers being branded with a scarlet ‘S’?
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By cirruswealth
In Interview Coverage
Posted March 27, 2015

Are brokers being branded with a scarlet ‘S’?

Mark Schoeff Jr. of InvestmentNews.com quotes Joe Heider, president of Cirrus Wealth Management, in an article about how the principle of client interaction applies to fiduciary and suitability [...]

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