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SEPTEMBER 26, 2017

INDUSTRY

Senate Committee Grills SEC Chair Jay Clayton On Cybersecurity

Michael Thrasher

“How can you expect companies to do the right thing when your agency has not?” U.S. Sen. Sherrod Brown asked.

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RETIREMENT PLANNING

How Tax Reform Could Squeeze the Middle Class, in Five Scenarios

Ben Steverman and Suzanne Woolley

What the debate in Washington means for your clients' money—and their retirement.

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Bloomberg

SPONSORED CONTENT

Forward Momentum: Why elite teams claim their future as RIAs

Sponsored by Schwab Advisor Services

The RIA model is leading the growth in the wealth management industry—as billion-dollar teams redefine the landscape. See why.

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TEN TO WATCH

Ten to Watch: Aaron Schumm, Founder, Vestwell

Ryan W. Neal

Aaron Schumm is the founder and CEO of Vestwell.

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