A Court of Appeals ruling could set the stage for a Supreme Court opinion.
The fiduciary rule is now a retirement planning standard – at least in 47 states. A recent appeals court ruling has dealt a blow to this new financial industry regulation, which has been applauded by investors and financial professionals alike.1
A quick look at the changes coming for retirement accounts.
Rules are changing concerning investment professionals and retirement accounts. In the eyes of many, the change is good.
The “fiduciary rule” is going into effect in June. This Department of Labor rule stipulates that any financial industry professional who makes investment recommendations to participants in qualified retirement plans in exchange for compensation will be considered a fiduciary.
Phone: 952-406-8316
Fax: 952-406-8316
Email: greg@fergusonfinancialinc.com
5100 Eden Avenue, Ste. 311 , Edina, MN 55436
We created Ferguson Financial, Inc. to work as your personal financial advisor offering you a wide range of wealth management solutions including financial planning, estate planning, investment management, risk management and investment planning. We proudly serve clients from Minneapolis & St Paul, Minnesota, as well as the surrounding communities.
Previous Awards were received for
2006, 2007, 2008, 2010, 2011, 2012, 2014, 2015, and 2016
If a company has the Super Service Award logo on their company record, then they have won the Angie's List Super Service Award® for the year indicated. Each year Angie's List awards this honor to companies that have given outstanding service according to the members for the previous year. The most recent award given is for 2017. In 2017, the criteria for the award included receiving a minimum number of reviews from our members, maintaining an A average on both the reviews for 2017 as well as on their overall reviews and not being in poor standing with the Better Business Bureau. Less than 5% of the companies on Angie's List received the award in 2017. Please keep in mind that the award is based on the company's previous service and you should always check Angie's List before hiring because a company's rating can change.
© 2021 Ferguson Financial Inc.. All rights reserved.
