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Fiduciary Voices: Virtual Press Conference

6/28/2018

 
Several nationally recognized groups of fiduciary advisers on June 28, 2018, announced an initiative to urge RIAs (SEC and state registered investment advisers) to write the SEC (Securities Exchange Commission) and explain how independent financial advisers are different from brokers. The initiative launched as the SEC proposed rules related to standards for FINRA licensed brokers and SEC / state registered investment advisers.
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    Charlie Lutz
    Howard Lutz
    Intercontinental Wealth

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