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Voices: Exemptions for high-fee products, a prolonged compliance deadline and less-prominent disclosure requirements leaves our columnist feeling like she did on a certain Christmas morning.

To get a head start on the new rules, Janus Capital’s Matt Sommer suggests these smart moves.

While most of the channel has not begun to grapple with succession planning, the biggest banks have begun to chalk up successes in certain areas, and even a handful of small banks are seeing some progress.