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Birth of an Industry Leads to Need for Specialization by Investment Advisors
Fi360 Blog 
[Opinion] Feb. 1, 2013 "With the introduction to the 'F' word by fi360 in the early 2000's, followed by the Pension Protection Act of 2006, the additional provider and participant disclosures last year, and now the proposed amendment to the definition of an ERISA fiduciary, the competency threshold for selling retirement plans should no longer begin and end with the ability to select and monitor investments." MORE >> |
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