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Jan 06, 2017
The Department of Labor’s fiduciary rule, evolving needs of consumers, and the digital revolution are among the challenges that will bring about massive changes to the retirement planning market and the way advisors serve their clients. This...
Thursday, January 19, 2017 | 2:00 p.m. ET
Join estate planning gurus, Robert Keebler and Steven Oshins as they review the 10 best strategies for 2017.
The magazine of WealthManagement.com
The WealthManagement.com journal for estate-planning professionals