Archive for the 'Fiduciary' Category

Department of Labor Final Fiduciary Rule

Posted on May 10th, 2016 · Posted in Fiduciary, Financial Planning

Your Interest Comes First! In April, the Department of Labor (DOL) published new rules and regulations that financial advisors working with… read more

Department of Labor threatens IRA accounts

Posted on February 10th, 2016 · Posted in Fiduciary, Financial Planning

Of Dinosaurs and commission based IRAs Do you have an IRA at an insurance company or in a brokerage based… read more

Do You Know What You Are Being Charged?

Posted on December 15th, 2015 · Posted in Fiduciary

You probably don’t. At Shoreline Financial Advisors, it is very important that our clients and our potential clients know exactly… read more

Managing Conflicts of Interest

Posted on October 26th, 2015 · Posted in Fiduciary

Sales trips, incentive bonuses, free travel, transfer bonuses…. At Shoreline Financial Advisors, it is very important that our clients and… read more