Watch as Ted Schmelzle, Second Vice President, Customer Operations at Securian Financial Group discusses maximizing the pooled employer plan opportunity.
The commission's FAQ from March 30 said firms should avoid 'embellishing factual statements,' but the Institute for the Fiduciary Standard argues it leaves advisors unable to accurately describe themselves as fiduciaries.
Join this upcoming webinar on Wed. April 27th for a discussion on risk drivers and opportunities in the current market environment, fed policy and the impact on balanced portfolios, and much more.
The year got off to a rocky start with two straight months of declining total returns, but REITs ended the first quarter on a hot streak and are closing in on break-even for the year.
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