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Fiduciary Considerations in Offering a Brokerage Window (PDF)
Drinker Biddle via TD Ameritrade 
Nov. 27, 2012 "The first topic of this article, and its principal focus, is the fiduciary process for deciding whether to offer a brokerage window and selecting the provider of the window. The second covers the requirements under the new participant disclosure rules. Finally, [the article considers] the implications of the fiduciaries or a participant selecting an RIA to serve as an investment manager or advisor for a participant's individual brokerage window." MORE >> |
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