Report: Robo-Advisors Fall Short of 'Prudent Investor Standard'

Research find that Robo-Advisors are not necessarily acting in the client's "best of interest". It leaves uncertainty in how they remain Fiduciaries and waiver thier duty of care. Click here for more information.

Source: NAPA Net

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Additional Retirement Plan Relief for Hurricane Victims

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IRS page Lists 403(b) Plan Compliance Duties Related to Common Plan Errors