With the Department of Labor in the process of enacting new fiduciary rules, CreativeOne now is putting together solutions to help broker-dealers and investment advisers quickly adapt.
Founded in 1984, Leawood-based CreativeOne got its start as an independent marketing organization, focused on helping insurance professionals sell life insurance and retirement products. But with stricter penalties on the horizon for anyone perceived to be selling products that earn the largest commissions instead…
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