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.govIf 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.
Roe warns about the negative impact of a proposed fiduciary rule on financial advisers and their clients.
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