FEBRUARY 21, 2020

Consumer Advocates Denounce “Rollbacks” in Mass. Fiduciary Rule

Patrick Donachie

One investor group argues the state’s final rule, going into effect March 6, has been significantly weakened to mirror some of the worst aspects of Reg BI. Meanwhile, industry groups are concerned with how fast the rule has been finalized.

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Practice Management

Lessons From the Fastest-Growing Firms

Ed Swenson

What differentiates these firms from their peers?

FULL ARTICLE