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Advisors need to balance leveraging the latest technology to best serve clients while simultaneously offering refuge from our fast-paced, interconnected world.
In the age of fee compression, advisors must do more than just portfolio management to demonstrate value. Raymond James is helping by providing longevity planning resources to their advisors.
It was the 14th Obama-era rule killed by Congress under the once-obscure Congressional Review Act, which allows lawmakers to repeal newly minted regulations and forbids agencies from enacting similar rules in the future.