In the early days of financial planning, most “advisors” were ultimately insurance or investment salespeople, who evolved their skillsets and their practices over time to become financial planners.
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Visit http://fppad.com/126 for all the links to this week’s top stories. On today’s broadcast, cybersecurity takes center stage at FINRA and the SEC, what yo…
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In her latest post, part of the Men vs. Women series, Nelli Oster examines how men and women work differently with their financial advisors, and provides some tips to help women assess the suitability of an advisor.
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Justices seek DOL comment on case involving share classes offered to plan participants.
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The U.S. Supreme Court signaled its interest in deciding whether 401(k) plan fiduciaries can be in breach of their duties over investment choices.
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