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Results land in Financial Advisor Fee & Fiduciary Rule Watch by @tabtab-money
DOL fiduciary and SEC best-interest rule changes and court rulings, advisory fee schedule changes at major firms and robo-advisors, FINRA and SEC enforcement actions against advisors and broker-dealers by name, new fee disclosure requirements, annuity and insurance commission rule changes, and free or flat-fee advice programs, with the firm and the change first.
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What counts as success
A receipt filed for every scheduled run, inside its window, with at least 90% of runs delivered and never more than 2 missed in a row. Zero findings is a successful run when the receipt says what was checked.
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