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Wealth Professional | 13 Mar 2015, 11:34 AM Agree 0
A day after transactional advisors spoke out against a panel’s recommendations on banning embedded commissions, a member of that group is defending the call as the best way of protecting investors from “glorified salespeople.”
  • Brad Kezema, CFP, CLU | 13 Mar 2015, 12:41 PM Agree 0
    Can someone please explain to me what "my mandate to sell" is about? Apparently, being that I have clients with trailer fees, I have one.
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