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BAM Intelligence

How a Loophole Could Gut the Department of Labor’s Proposed Fiduciary Rule

Permitting fiduciaries to accept payments from vendors will likely make the proposed rule ineffective. Read more

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In Tax Planning, Planning Is the Operative Word — Scott Brown

Scott Brown, Wealth Management Group, Dover, Del. Once upon a time, tax planning meant making a few end-of-year adjustments to reduce taxes due in April. Today, planning means taking a much broader and more proactive view to take advantage of… Read more

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