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A new report chastises 25 brokerages and insurance firms for marketing their employees as advisors, while eschewing that term in legal filings against the DOL.
Ed O’Brien, the CEO of eMoney Advisor, says advisor sentiment toward the fiduciary rule is improving and those who can adjust their practices to comply with it will prosper.
Targeted towards retirement investors, the FAQs explain basic definitions of the fiduciary rule, why the DOL adopted it, and how it affects everyday consumers.
Among the chief goals of succession planning is providing continuity of management and minimizing the tax costs of transferring property interests to new generations.