The financial services industry has undergone significant change over the past 15 years - regulation, taxes, product offerings, access to information, and legislative shifts, to name a few. Now, more than ever, it is important to brace ourselves as the fiduciary standard is being debated in Washington. This, like most legislation, will alter the financial services landscape yet again.One thing that I have learned in my tenure is that change is constant and the only way to truly...
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