On the recordJune 16, 2015
If this rule goes into effect, a lot of people will quickly learn that their financial adviser, someone they have known and trusted for years, will no longer be able to take their call.
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congress.govDavid Roe: “If this rule goes into effect, a lot of people will quickly learn that their financial adviser, someone they have known…”
Editor's note · Context
Roe warns about the negative impact of a proposed fiduciary rule on financial advisers and their clients.
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