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Retirement Financing: Putting the Clients First

Labor Department rules finalized last year are intended to require financial advisers to adhere to a fiduciary standard, meaning that they are required to ensure that advice given to clients is in the clients’ best interests in all cases. But these new rules do not absolve you from doing your own due diligence. In an article posted on, Nick Wharton outlines some of the key factors you need to be sure you’ve discussed with your adviser before entering into an agreement. Read the article here…


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