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"There is an added sense of urgency now," says Barbara Roper, director of investor protection at the Consumer Federation of America.

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How Obama changed investing forever

The White House has made fiduciary part of investors' vocabulary.

Why female-focused digital advice is needed

Women need help in investing, and new niche robo advisers are providing a means to achieving financial confidence.

4 steps to successfully transition a practice

The benefits of transitioning to a full-service independent platform are clear, but the process can be tricky and firms must take great care when making the switch.
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