Voices:  Lyle Wolberg, on Extending The Fiduciary Standard

    Our Perspective
    | June 6, 2018

    Your Money at Wall Street Journal

    President Obama backs DOJ plan to impose stricter standards on brokers who advise on retirement investments

    Voices is an occasional column that allows wealth managers to address issues of interest to the advisory community. Lyle Wolberg is partner and senior adviser at Telemus Capital in Southfield, Mich.

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    Lyle Wolberg

    Lyle is one of the founding Partners of Telemus and is responsible for working with some of the firm’s largest relationships. As a former Financial Advisor at Merrill Lynch and Senior Vice President–Investments at UBS Financial Services, Lyle has more than 30 years of industry experience across all facets of financial wealth planning and investment management.

    Lyle Wolberg lwolberg@telemus.com

    PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.

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