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

      If it’s a rollover, it’s fiduciary

      InvestmentNews· 3 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

      San Jose Mercury News· 4 days ago

      The Department of Labor (DOL) issued its Retirement Security Rule, updating the definition of an investment advice fiduciary under the Employee...