Andrea McGrew could use some rest.
The chief compliance officer for USA Financial, an Ada, Michigan-based broker-dealer and registered advisory supporting about 150 investment professionals across the country, says she’s had her share of restless nights overseeing the firm’s effort to comply with the Labor Department’s fiduciary rule.
“It’s been a massive overhaul,” McGrew told BenefitsPRO. “The rule has created significant disruptions in for our advisor channel.”
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Nick Thornton
Nick Thornton is a financial writer covering retirement and health care issues for BenefitsPRO and ALM Media. He greatly enjoys learning from the vast minds in the legal, academic, advisory and money management communities when covering the retirement space. He's also written on international marketing trends, financial institution risk management, defense and energy issues, the restaurant industry in New York City, surfing, cigars, rum, travel, and fishing. When not writing, he's pushing into some land or water.
