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The SEC said it had charged SunTrust for "improperly recommending more expensive share classes of various mutual funds when cheaper shares of the same funds were available."
How to handle HNW female clients who become "suddenly single," College for Financial Planning revises the CRPS designation for the fiduciary rule, and Associate acquires Whitnell.
It’s easy to position your client’s portfolio for the oncoming bear market—if you know when it's coming. Advisors shouldn’t try to invest around a down market, but they should prepare their clients for the inevitable bumps.