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The Investor Revolution: A 'Best Interests' Checklist for Investors and Fiduciaries
The Prudent Investment Adviser Rules Link to more items from this source
May 30, 2017

"[In] too many cases financial advisers are not meeting their 'best interests' obligations to their customers, both individual investors and pension plan sponsors.... An example using two of the mutual funds in [one 401(k)] plan will hopefully point out the challenges investors and plan sponsors face in assessing the prudence of an actively managed mutual fund."

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