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Summary: What if we understood them, not as a “target” or an “audience,” but as a millennial who splurges on a Starbucks latte every day on his way to work? Or as an anxiety-prone single parent who seeks tranquility at the gym in the mornings after dropping the kids off at school? Or maybe an entrepreneurial wizard who’s driven more by a need to overcome loneliness than a desire to create the next tech wonder?
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Summary: As more details emerge on what is expected of advisors and their partners from the Department of Labor’s fiduciary redefinition under ERISA, more advisors are finding their peace with the rule. However, there is also a sizable minority who are rethinking their career choice.
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Summary: Financial advisers' views on the Department of Labor's fiduciary rule have taken a surprising turn, as more are seeing the rule as having a positive impact on their business, according to a new study from Fidelity Investments.
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Summary: By April 2017, investment advisory firms will have to be in compliance with the Department of Labor’s new fiduciary rule requiring them to adhere to a “best-interest standard” in advising their customers.
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Summary: The initial interaction between a financial advisor and client is crucial not only for building the trust and confidence needed to sustain that relationship, but also for the long-term health of the wealth management firm.
