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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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Episode 20: DoL Fiduciary Rules

Episode 20: DoL Fiduciary Rules

Wednesday, April 20, 2016
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The US Department of Labor has released new rules extending fiduciary standards to everyone advising on retirement savings. In this episode we examine the new rules and their implications.