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Don Trone, Mary Lou Wattman and Steve Branham
By Don Trone, Mary Lou Wattman and Steve Branham | 3/6/2015
It’s simple: Being a great fiduciary is a lot like being a great decision-maker. What matters most to the DOL and the courts is that a fiduciary is able to show the details of the decision-making processes, and that that process is: in the best interests of participants; inclusive of...
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By Don Trone, Mary Lou Wattman and Steve Branham | 3/4/2015
Editor’s Note: This post marks the debut of “7 Signs," a new series of columns by Don Trone and various colleagues and friends. Share your own take on their perspective — use the comment box below.Wholesalers make the difference between a good retirement advisory practice and a great one. If...
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