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Discerning Form & Structure Within Intermediary Fees

Intermediary fees have been the subject of intense industry and regulatory scrutiny for several years, including SEC reviews around ‘Distribution in Guise’ and 2016 Department of Labor rules (which are still in flux) governing fiduciary obligations by brokers/RIAs.  This white paper examines how we structure our comparison of Intermediary Fees and considers how these fees are changing over time. 

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