Their team helped us with key employee retention plans, capital planning,
mitigating certain business risks, and has remained a true business advisor to our management group.
Furman and Stevenson note that while DOL's plan allows
businesses to «continue using existing, conflicted
business models,» it requires that they adopt «additional consumer protections such as ensuring advisors follow a best interest standard, enacting policies and procedures to manage and
mitigate conflicts, and refraining from
certain self - dealing transactions.»