Brokers and advisers are not the only ones looking for more information
It’s only a matter of weeks until the proposed Department of Labor’s fiduciary rule drops.
Brokers and advisers are scrambling to understand what this legislation means for their businesses, but they’re not the only ones looking for more information. According to Google Trends, the key phrase “fiduciary duty” has been sprinkled in Google searches.
Searches for “fiduciary duty” have steadily grown in the past 10 years, but it has spiked recently with the impending fiduciary rule.
Our firm has been using Blue Vault from the first year it was available.
We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.
We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.
Our clients also appreciate that we conduct this additional due diligence on their behalf.