UNLOCK THE POWER OF THE VAULT

Our legal challenge to the DOL: Making our voices heard in court

June 14, 2016

 

 


Our legal challenge to the DOL: Making our voices heard in court

The Labor Department’s determination to move ahead with the fiduciary rule in spite of others’ grave misgivings has left us with no other choice than to bring this issue before a court of law

Jun 9, 2016 @ 10:00 am

By Dale Brown

For decades, Main Street American investors have been voting with their dollars in favor of a simple but critically important and effective advisory model based upon commissions that gives them access to objective, affordable investment guidance to help them plan for a dignified retirement. Investors have obtained that advice through flexible service options that allow them to customize the level of assistance and service they receive to their own budgets and unique goals and needs.

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Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services
Blue Vault
July 6, 2016

Our firm has been using Blue Vault from the first year it was available.

We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.

We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.

Our clients also appreciate that we conduct this additional due diligence on their behalf.