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As a country, are we stuck in neutral? Federated's Phil Orlando explains what he believes needs to happen to create an economic surge. (Hint: It rhymes with "crump.")
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Fidelity, Aon Hewitt and Xerox HR Solutions are currently defending against similar fiduciary-breach claims.
The funds are catching on due largely to lower costs and more product availability, but come with some inherent drawbacks.
Personal Advisor Services, four times the size of its closest competitor, combines digital and human touch.
CFP Board revises its standards and aims to beef up fiduciary requirements of certificants.
Some question whether brokers will drop the CFP mark or if the CFP Board will strictly enforce its new standard.