In a decision this week, a district court judge overturned FAQs indicating that rollover recommendations for a 401(k) fall under ERISA, though attorneys believe the DOL will likely appeal.
Join this webinar on Feb. 28th as our presenters talk through key factors that improve your chances in expanding your firm with as little disruption as possible and offer first-hand knowledge on what you can expect when your company is ready to expand its footprint.
Shane Morrow discusses leaving insurance-based independent broker/dealer, Lincoln Financial, and how his new firm, IronBridge Wealth Counsel, has thrived with Advisor Group's SagePoint Financial.
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