... fiduciary status; and 3) ability to advise based on sound business judgement integrating client's legal, estate planning, tax, and investment needs. The mix of investments and assets has to be designed around client's needs-not a financial ...
http://www.prweb.com/releases/2013/4/prweb10639961.htm
http://www.prweb.com/releases/2013/4/prweb10639961.htm
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