Weekend Reading For Financial Planners (Nov 26-27) 2022
CFO News Room
NOVEMBER 26, 2022
Among potential measures, the new rule could provide that a single recommendation would be considered fiduciary advice, so that if an advisor has a relationship of trust and confidence with the participant, that a rollover recommendation will be fiduciary advice. Adam is an Associate Financial Planning Nerd at Kitces.com. Team Kitces.
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