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Stephanie Adamson

Articles

DOL Fiduciary Rule Takes Effect Today

DOL Fiduciary Rule Takes Effect Today

February 16, 2021

The Department of Labor’s Employee Benefits Security Administration has confirmed that its exemption for investment advice fiduciaries, dubbed Improving Investment...

Guest Contributor: The Burbs Are Back, Baby

Guest Contributor: The Burbs Are Back, Baby

February 16, 2021

By: Tim Witt, chief investment officer at Concorde Investment Services The COVID-19 pandemic has generated significant transitions and migrations. Business travel...