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The SEC’s New Regulation BI: What Does It Mean for Investors?
Is Financial Advisors in compliance with the SEC’s new Reg BI rule? The SEC’s Regulation Best Interest (“Reg BI”) is a new rule focused on ensuring that financial advisors act in their clients’ best interest The rule requires financial...
Fiduciary Financial Advisors: Who They Are and What They Do?
If you’re not familiar with the term “fiduciary,” you’re not alone. A fiduciary is a person or organization that has been legally entrusted to act in the best interest of another person or organization. The term “fiduciary” comes...
Planning a Successful Retirement as a Government Employee
Whether you’re a government employee who is nearing retirement or you’re still several years away, it’s never too early to start thinking about and planning for retirement. There are some key things that government employees need to keep in mind when...
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