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Critics worry that the latest rule changes will weaken investor protections by expanding the number of investors who could access the markets yet would be unable to sustain heavy losses.
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.
Firms that lend from their own balance sheets to support advisor M&As have a greater incentive to identify the best matches between sellers and buyers.
