The previously announced migration from Fidelity's National Financial Services (NFS) platform to Fidelity Institutional Wealth Services (IWS) is underway.
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Providing comprehensive, objective financial planning guidance requires me to be a fiduciary at all times. Brokerage and insurance licenses are antithetical to
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I agreed with the CFP Board's support for the DOL fiduciary rule up to the point when they misled Congress and the American public.
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Meet Sue Gabor, CFP - Our new Client Happiness Consultant
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