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What Each Democratic Candidate Could Mean for Advisors

From Reg BI to wealth taxes, a look at how Democratic candidates’ policy proposals could affect advisors.

After years of planning and months of campaigning, the first votes to help determine the Democratic nominee facing Donald Trump for the presidency this fall will be cast in the Iowa caucuses Monday. Polls are consistently indicating it will be a tight contest for the winner.

While the financial services industry has had years to judge the Trump administration’s approach to regulatory and economic issues, the Democratic nominees vary in ideology, experience and how their plans and policies could impact advisors and investors alike should they win the nomination and election.

Here is a look at some of the issues the candidates have spoken about publicly or voted on that could shape their policy toward the industry.

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