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The fiduciary rule is causing many financial advisers to reconsider their fee models.

Here's a strategy that may provide clients with significant cash over time.

Understanding pro-rata rules can ensure that a client only pays their fair share to the government. Plus, these retirement preparations can boost returns and a look at when spending means better planning.

J.P. Morgan Chase, Citigroup, First Republic and Bank of America were among the institutions questioned on the issue of incentive compensation.

Jake Kuebler is a partner at Bluestem Financial Advisers in Champaign, Illinois.

Kenneth F. Robinson is the founder and owner of Practical Financial Planning, Cleveland.