New Publication Entry

Getting Started

You will use this popup to enter or edit your entry on the Investor News page. Once you have submitted your entry, a site administrator will be notified of of this entry. The administrator will it and make it live at that time. If you have entered a valid e-mail account you will receive notification when this has happened.

In the upcoming dialogs you will see small help (help icon) buttons next to the field labels. Clicking on them or even hovering the cursor over them will provide specific help for the specific field.

If you see a star (*) next to the field label, that field is required and you will not be able to go forward until that field has valid input. If you see the background of a field go bright red it indicates the field does NOT have valid input. If you hover the mouse over that field you should be able to see the error message.

Click "Next" to proceed.

RSS Feed Link RSS Feed
Bookmark and Share

Navigation Wealth Management Preempts Fiduciary Standard Changes Coming to the F

By Nick Kemp and Adam Brunin

Navigation Wealth Management

Press Release                                                                                                                              


Contact: Adam Brunin, President                                                                                                          

3500 JFK Parkway Ste. 300

Fort Collins, CO 80525


August 17, 2016




Navigation Wealth Management Preempts Fiduciary Standard Changes Coming to the Financial Industry


Fort Collins, Colorado, USA – August 17, 2016 – Oncoming changes to the financial services industry are underway with the Department of Labor’s Fiduciary Rule implementation in April 2017. 

Much of the change will impact what products financial services professionals are able to provide their clients.  Additionally, national financial companies will be required to change their protocol to a defined fiduciary standard putting client interests above the interest of advisors.

Navigation Wealth Management’s five advisors hold the Accredited Investment Fiduciary (AIF®) designation, and the firm is already practicing a client-centered approach in the same direction as the new DOL regulation. 

Due to the notable growth of the independent firm, Navigation Wealth Management, Inc. is a Registered Investment Advisor in the state of Colorado.  The firm adheres to fee-based planning and asset management with decades of experience among the advisors.   Inside the firm, the fiduciary standard ensures accountability, transparency, and a client-centered approach that is difficult to find elsewhere.


Navigation Wealth Management educates people on how to create multiple streams of income in retirement, help them to retire with dignity and choices, and give them options when planning to pass their hard earned assets to the next generation, tax efficiently and without burden. 970-672-1236