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Wealth Professional | 01 Dec 2014, 12:22 PM Agree 0
The debate over the need for a fiduciary standing in the wealth management industry seems to be on the back burner. Clever wealth management capitalizes on perceived regulatory lassitude.
  • Harley Lockhart CLU CHFC | 01 Dec 2014, 02:19 PM Agree 0
    Each year, as a condition of member renewal, Advocis members are required to state adherence to a Code of Conduct. The first principle is "Priority of Clients' Interest: An Advocis member/Institute Designation Holder shall act in the clients' best interest."
    Your enthusiastic endorsement of a marketing ploy appears overdone.
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