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After a federal appeals court strikes down the fiduciary rule, a legal path forward seems uncertain, but the regulation has already made its mark.
March 20 -
Even after a federal appeals court struck down the rule, more clashes over the regulation of sales versus advice are inevitable.
March 19 -
The Department of Labor has an incentive to defend its rule-making authority even though it is considering revisions to the regulation.
March 16 -
The legal setback for the rule's foes still leaves three ongoing court challenges, as well as an uncertain future after Trump takes office.
December 15 -
Some of the most significant financial planning changes advisers should consider when working with same-sex couples.
November 23 -
Some of the most significant financial planning changes advisers should consider when working with same-sex couples.
November 23