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Labor sends fiduciary rule to OMB for approval

FSI NewsBrief | Feb 01, 2016

The Department of Labor, as expected, has forwarded its controversial fiduciary rule to the Office of Management and Budget for review, a key step before the rule takes effect. At the Financial Services Institute's annual conference, FSI executives said they will continue to oppose the rule. Reuters (01/29) ThinkAdvisor (01/29) International Business Times (01/30) WealthManagement.com (U.S.) (01/29)


House votes to expand definition of accredited investor

FSI NewsBrief | Feb 04, 2016

2 bills limiting Labor fiduciary rule closer to House vote

FSI NewsBrief | Feb 03, 2016

Advisors have a big effect on client happiness

FSI NewsBrief | Feb 02, 2016

Grappling with the new Social Security rules

FSI NewsBrief | Feb 04, 2016

Recent decision on inherited IRAs can be good for advisors

FSI NewsBrief | Feb 01, 2016

FSI increased lobbying against fiduciary proposal in 2015

FSI NewsBrief | Feb 05, 2016

Reputation is a great differentiator

FSI NewsBrief | Feb 03, 2016

Senate takes aim at Labor's fiduciary proposal

FSI NewsBrief | Feb 05, 2016

Volatility: A good reason to talk with clients

FSI NewsBrief | Feb 04, 2016


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FSI NewsBrief | Feb 08, 2016




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