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9/8/2006: Operational Challenges Come with Offering Advice (Financial Advisor)
Excerpt: The financial services profession is debating whether or not a practitioner is acting as a fiduciary when he or she delivers advice and services to clients. Let us address this issue briefly and then move on to the bigger issue of how to deal with this once you determine that you are, in fact, acting as a fiduciary. (And, you probably are.)
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