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In 2016, WealthManagement.com created a to-do list for then-President-Elect Donald Trump. With Election Day now upon us, let's look back on how the president fared.
The rule, which would limit how fiduciaries use ESG screens in retirement plan investment recommendations, provoked intense criticism during its public comment period.
The new rule would demand that registered representatives would need written approval from their firm to act as a beneficiary, trustee or executor, or hold power of attorney for a client.