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Industry recruiters said the move, which takes effect on Friday, will allow Morgan Stanley to act more aggressively to keep its top advisers and help it fight for the clients of those who do leave.
The report is the third of four expected from Treasury as it completes a comprehensive review of existing financial rules, as mandated by an executive order from President Donald Trump in February.
The Best Interest Scorecard takes David Blanchett’s research on the value of efficient financial planning and, for the first time, instills it into a product.