Fiduciary advocates raise alarm about SEC limits on term ‘fiduciary’
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In a set of frequently asked questions about Form CRS, the SEC cautions investment advisers about saying that they're held to a fiduciary standard.
Fiduciary advocates are raising an alarm about what they say is the SEC’s effort to limit the use of the term ''fiduciary" in a client disclosure document being used by investment advisers and brokers.
What caught the attention of the Institute for the Fiduciary Standard was an answer that was
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