The DOL Rule: Meeting the Fiduciary Challenge | American Funds

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Capital Group Policy Spotlight

April 2016

The DOL Rule: Meeting the Fiduciary Challenge

In our special event replay addressing the fiduciary rule, Capital Group associate counsel Jason Bortz, who followed the DOL’s progress and reviewed the final version, discusses:

  • The broadened definition of fiduciary advice.
  • How the final rule differs from the DOL’s original proposal.
  • How this rule will impact the industry and advisors.

Video

Featuring

Jason Bortz
Bill Anderson

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. 

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and not to be comprehensive or to provide advice.