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The Department of Labor’s conflict of interest rule means that financial institutions must begin to create a new fiduciary culture.
January 2017 | AMERICAN COLLEGE | Read Article →
The Department of Labor is not trying to discredit the financial services industry with this rule. It is, instead, attempting to set specific parameters around the retirement advice provided to potentially vulnerable consumers.
August 2016 | AMERICAN COLLEGE | Read Article →
The Department of Labor’s proposed fiduciary rule will have wide-ranging repercussions in the insurance world.
January 2016 | AMERICAN COLLEGE | Read Article →
Since we can’t predict the future of
income tax rates, position clients so
that they will always be in the most
advantageous place possible.
February 2012 | ANNUITIES | Read Article →
Small insurance and financial
planning service practices often
struggle when making technology
decisions. Exclusive and independent
producers would rather focus on
client relationships than spend
April 2009 | BUSINESS | Read Article →
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