Lockton Affinity, LLC, Author at Lockton Affinity Advisor

About Lockton Affinity, LLC

Lockton Affinity, an affiliate of Lockton Companies, was formed in 1987 to meet the dynamic, specialized insurance needs of affinity groups, non-profits, associations and franchises.

Fiduciary Rule and Its Effect on Financial Professionals—Part III: What to Do as a Financial Professional

A fiduciary rule proposed by the U.S. Department of Labor (DOL) in 2010, has left the industry in flux ever since. With the goal of protecting consumers from conflicting financial advice, the rule has been in debate since 2016. It has been phased in, withdrawn, voted on, vetoed, reviewed, revised and, at present, left to [...]

By | July 19th, 2019|Industry Information|0 Comments

Fiduciary Rule and Its Effect on Financial Professionals—Part II: Where It Stands Today

A fiduciary rule proposed by the U.S. Department of Labor (DOL) in 2010, has left the industry in flux ever since. With the goal of protecting consumers from conflicting financial advice, the rule has been in debate since 2016. It has been phased in, withdrawn, voted on, vetoed, reviewed, revised and, at present, left to [...]

Fiduciary Rule and Its Effect on Financial Professionals—Part I: Origins

A fiduciary rule proposed by the U.S. Department of Labor (DOL) in 2010, has left the industry in flux ever since. With the goal of protecting consumers from conflicting financial advice, the rule has been in debate since 2016. It has been phased in, withdrawn, voted on, vetoed, reviewed, revised and, at present, left to [...]

By | May 2nd, 2019|Industry Information|0 Comments