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March 16, 2017

Commission Clients Don’t Want the DOL Rule
J.D. Power says investors are reluctant to switch pricing models.
What's the Fiduciary Rule’s Effect on Compensation?
Firms offering smaller sign-up packages, but they may rise again. 
Ameriprise Snaps Up Wells Fargo Wealth Team
Meanwhile JPMorgan broker jumps ship to join LPL affiliate.
Securing Loans for Clients When You’re Independent
No longer part of a big financial institution? That doesn’t mean you can’t find good lending options for your clients.
Opinion
Why Wealth Managers Must Adapt and Lead
With the industry at a crossroads, advisors need to blaze a trail.

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