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Fi360 Fiduciary TalkFirst in Fiduciary Author: fi360, Inc.
The Fiduciary Talk podcast series centers around pertinent industry topics and provides important overviews of whats happening in regulation, in the marketplace, and technology to affect the standard of care for investment advice. The podcasts are a great way to get up-to-date on current trends and receive helpful insights from subject matter experts at Fi360 and from across the financial industry. Language: en-us Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Fi360 Fiduciary Talk 48: Health Savings Accounts in the Fiduciary Process
Friday, 12 May, 2017
While the direction of health care is nearly impossible to predict, the rise in health savings accounts appears to be inevitable. And under the DOL fiduciary rule, advice on these accounts will be considered a fiduciary act. In this episode, Blaine and Duane discuss HSAs and what advisors need to know when considering these accounts for their clients.
