MoneyGuidePro updates new version in line with DOL fiduciary rule requirements
Updates for the latest version include features on client goals, life expectancy, household risk tolerance, health care and Social Security.
MoneyGuidePro, PIEtech's financial planning program for advisers, has released the fourth generation of its software, the company's attempt for its users to be right in line with the Department of Labor's fiduciary rule, which requires all advisers act in their clients' best interest on retirement a
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