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Weekend Reading For Financial Planners (November 7–8)

Weekend Reading For Financial Planners (November 7–8)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Securities and Exchange Commission (SEC) this week adopted new rules that will lift the amount of regulatory AUM below which an investment adviser can be considered “small” (for the purposes of evaluating the economic […]

Michael Kitces