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DOL Fiduciary Rule: Acosta makes it clear that revisions are coming and#8203;and#32;

Though his decision not to delay the June 9 applicability date of the rule might seem like a blow to opponents, Mr. Acosta made it evident that revising the measure is the endgame.

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Erin Botsford: Building a financial services business that grows itself

You have to identify your target market, locate potential customers in your target market, find ways to attract or get in front of them.

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Managing income level risks for retired clients

By monitoring where your clients fall on the scale of incremental income level risks, you can help them reduce their taxes by carefully choosing the sources used to meet their cash-flow needs.

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Wells Fargo will ramp up spending to lure brokers

Wirehouse, after losing 400 brokers in first quarter, is bucking trend among rivals who have said they are going to cut back on spending big bucks recruiting veteran advisers

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DOL fiduciary rule provides retirement savers with needed protections

The secretary of Labor should improve the regulation, not repeal it

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Morgan Stanley joins competitors in cutting back on recruiting

Wirehouse said it intends to increase its investment in existing talent.

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Acosta declines to extend delay of DOL fiduciary rule

Labor Secretary finds no legal basis to delay implementation; rule to become applicable June 9

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Cybersecurity looms as adviser business threat

Firms should be ready to invest more on technologies that thwart cybercriminals

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Advisers struggle to get 401(k) plan, participant data from record keepers

Advisers argue they need to see participant information to do holistic planning and be fiduciaries.

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Plan advisers give stable value gets another look

By mandating that nongovernment money funds add special fees, redemption restrictions and floating net-asset values, the SEC has given plan advisers a reason to reassess the cash management options in company-sponsored plans.

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