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March 16, 2020

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March 16, 2020

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Featured News

Roth conversions ‘on sale’ and other retirement advice amid the market crash

People near retirement are the most at risk from the sell-off, and advisers have several recommendations for them

Gundlach says ‘en masse’ defaults likely for some junk issuers

The high-yield debt market is pressured by the plunge in oil prices and the pandemic, the fund manager said

How a new regulation for brokers will protect investors

The SEC got Reg BI right because it carefully balances consumer protection with investor choice

Wells Fargo named in new 401(k) lawsuit

The company has been sued again over its use of its own products in its retirement plan

CFP Board closes all exam sites

Currently scheduled examinations will be rescheduled

Creative Planning donates $1 million to food charity

Gift to food bank intended to help families struggling due to COVID-19 crisis