DOL PROPOSAL TO EXPAND FIDUCIARY DEFINITION

As a financial advisor living and serving clients in the Cass County and surrounding community, I have concerns about President Obama’s recent statements regarding my business and how I support my clients. I believe his remarks highlighted some basic misperceptions about the very critical services that I provide to the individuals and families I serve. […]

DOL PROPOSAL TO EXPAND FIDUCIARY DEFINITION

As a financial advisor living and serving clients in the Cass County and surrounding community, I have concerns about President Obama’s recent statements regarding my business and how I support my clients. I believe his remarks highlighted some basic misperceptions about the very critical services that I provide to the individuals and families I serve. […]