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Steve Coker, CFP
Apr 30, 20182 min read
An Update on the Fiduciary Rule
In the past, we have written about the Department of Labor’s new fiduciary rule for investment professionals. While the rule was...
Steve Coker, CFP
Aug 29, 20162 min read
Big Changes in the Financial Industry: Fiduciary Rule Update
Big changes are coming in the financial services industry. The Department of Labor has finally issued new regulations that will make...
Steve Coker, CFP
Apr 4, 20162 min read
Can I Trust My Financial Advisor?
Can I trust my financial advisor? It is a legitimate question for an industry that is built on trust. And yet, a recent working paper...