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Regulatory Education
Thought Leadership Report: The New SEC Standards
This article provides a high-level summary of the rulemaking package and explores its implications for registered investment advisors and dual registrants.
Retirement
Should you save or spend your tax refund?
This piece is approved to use with clients.
This tax season, consider putting your refund toward a 529 plan.
Retirement
Deep Dive: Defined Contribution - Navigating an ever evolving landscape, with Lew Minsky of DCIIA
Join Mark Spina, Kevin Knowles and Lew Minsky as they talk about defined contribution and the challenges advisors face while navigating its ever evolving landscape.