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Interesting Angles on the DOL’s Fiduciary Rule #2

This is my second article about the interesting observations “hidden” in the preambles to the fiduciary regulation and the exemptions.

The recommendation of investments and...

Interesting Angles on the DOL’s Fiduciary Rule #1

While you have probably read articles that summarize the DOL’s final fiduciary rule and exemptions—and perhaps even articles that discuss specific aspects of the...

Inside the Beltway Audiocast April 28, 2016

Please join Brad Campbell and me during the April 28, 2016 presentation of “Inside the Beltway,” at noon eastern/9 am pacific time. Inside the...