Episode 24 Behind the Scenes Look at the DOL Fiduciary Ruling with Ed Gjertsen II

Published: Oct. 27, 2016, 7:22 p.m.

b'Ed Gjertsen II joins us for an in-depth look at the new fiduciary rule and provides crucial insight the upcoming changes to our profession. Ed is currently the Chairman of Financial Planning Association and has been working on the fiduciary ruling both from his time being on the national Financial Planning Association board and serving in their leadership role. He has been\\xa0on the ground floor of these legislative changes as a champion for planners and clients alike.\\n\\n\\n\\xa0\\n\\n\\u201cI can tell you since being involved as I have in the last 6 years\\u2026 FPA has really become a known entity on Capitol Hill. There\\u2019s a lot going on that may not be necessarily visible to members but we are advocating on behalf of our members day in and day out.\\u201d\\n\\xa0\\nMack Investment Securities, Inc.\\nFinancial Planning Coalition\\nFinancial Planning Association\\nThe National Association of Personal Financial Advisors\\n3rd Annual FPA Advocacy Day\\nU.S. Securities and Exchange Commission\\nDOL \\u2013 Employee Retirement Income Security Act (ERISA)'