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Best Interest Standard of Care for Advisors, Part 39
FredReish.com
[Guidance Overview] Feb. 18, 2021 "The exemption and the associated expansion of the definition of fiduciary advice will have the greatest impact on recommendations by investment advisers and broker-dealers [1] to retirement plan participants to take rollovers to IRAs with the advisors, and [2] to IRA owners about how to invest in their IRAs." |
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