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BAM Intelligence

“A State of Heart” Featuring Tim Maurer

For some, fiduciary is just a headline. For us, “It’s who we are.” Read more

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What You Need to Know About the Department of Labor Fiduciary Rule

For us, being a fiduciary is just business as usual. Still, here’s what you need to know about the Department of Labor’s new fiduciary rule. Read more

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Buy This Annuity So I Can Take a Cruise

The current controversy over the proposal by the U.S. Department of Labor to impose a fiduciary standard on those who advise retirement plans has little to do with the rule’s merit. Read more

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Fiduciary Rule: The Real Agenda

Protect yourself from conflicted advice. Ask your advisor to sign a fiduciary pledge. Read more

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