fiduciary-standards
Apply fiduciary duty standards across the investment advisory landscape, including IA Act Section 206, ERISA, DOL rules, and CFA Institute standards. Use when the user asks whether a fiduciary standard applies, how fiduciary duty differs from Reg BI or suitability, what the duty of care and duty of loyalty require, ERISA Section 404 prudent expert obligations, PTE 2020-02 rollover exemptions, or state-level fiduciary developments. Also trigger when users mention 'are we a fiduciary here', 'best interest vs suitability', 'dual registrant hat switching', 'retirement plan adviser obligations', 'DOL fiduciary rule', or ask what standard of care applies to a recommendation.
Installation and usage
Apply fiduciary duty standards across the investment advisory landscape, including IA Act Section 206, ERISA, DOL rules, and CFA Institute standards. Use when the user asks whether a fiduciary standard applies, how fiduciary duty differs from Reg BI or suitability, what the duty of care and duty of loyalty require, ERISA Section 404 prudent expert obligations, PTE 2020-02 rollover exemptions, or state-level fiduciary developments. Also trigger when users mention 'are we a fiduciary here', 'best interest vs suitability', 'dual registrant hat switching', 'retirement plan adviser obligations', 'DOL fiduciary rule', or ask what standard of care applies to a recommendation.
安裝後，您可以透過在終端機執行以下指令來使用此技能：
skills use fiduciary-standards