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In a statement before the Senate Finance Committee, XYPN co-founders Michael Kitces and Alan Moore said a provision in the Retirement Security and Savings Act would unfairly benefit record-keepers and could result in conflicted advice.
Dan Johnson, President & CEO, Birchcreek Wealth Management, talks candidly about the reasons behind why his multi-generational team at Merrill Lynch chose to go their separate ways—with him choosing independence.
