Ding! Dong! The Rule is OFFICIALLY Dead!

[DHK]

It was my understanding that many agent's were getting licensed as Registered Advisor (i think i got that part right), to be able to transfer funds and advise clients on a fee basis, only.

Correct me if i'm wrong and Thanks for your Input !

There are various RIA firms out there that have been recruiting "panicking" insurance agents who decided to get their Series 65 to "insulate" themselves from further regulatory changes.

I hope they really know what they're getting into and don't do anything foolish:
https://insurance-forums.com/commun...ing-financial-planning-and-or-aum-fees.87666/

https://insurance-forums.com/community/threads/watch-calling-yourself-a-financial-planner.27412/