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    • If it’s a rollover, it’s fiduciary

      If it’s a rollover, it’s fiduciary

      InvestmentNews· 5 days ago

      It has enormous implications for brokers – including insurance agents who sell annuities via rollovers – who before may not have had to comply with the...

    • Jill On Money: Progress on fiduciary

      Jill On Money: Progress on fiduciary

      Herald & Review· 1 day ago

      Recently, there was progress toward requiring financial service representatives to adopt the fiduciary standard. The Department of Labor issued its...