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cover story
Up in the Air
The DoL proposes a new fiduciary definition that will bring more retirement plan advisers under the umbrella.
practice management
Reflecting on Your Practice
If life were a big card game, being an adviser would be more a game of poker than blackjack; it’s not enough to beat the dealer; you have...
investment-oriented
Balancing Act
The classic 60/40 balanced fund benchmark may not work anymore, but advisers can utilize other gauges