DOL fiduciary rule DOA?
A House bill would require the Labor Dept. to coordinate with the SEC in devising a rejiggered standard. Some experts say such 'coordination' could spell the end of the department's plan. Here's why.
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Don't Let Your Clients Leave Social Security benefits on the table
Following a recent seminar on Social Security claiming strategies that I conducted at the request of a local wealth advisory firm, I received some...
RIAs with integrated technology = higher revenue: Survey
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The 15th anniversary issue
Game-changers
We're looking back all this month at advisers who've transformed the industry. Today: This theater minor is now a major force in the profession.
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Advisers on the Move
- Jun 18 - Alfred J. Derenzis, Scott D. Ford
Joining: Janney Montgomery Scott - Jun 17 - Fred Baerenz, James Ortlip, David Sweat
Joining: Kalos Capital - Jun 17 - Leigh B. Hurd
Joining: Crestwood Advisors
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