Given great interest in the DOL decision on fiduciary responsibility, we note a blog posted in 2012 by James Watkins that referenced New Frontier’s patented optimization process followed by a comment by noted expert Steve Winks that we quote below: “…[T]here is massive push back from the brokerage industry, which neither acknowledges nor supports the fiduciary standing of brok ...
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Fiduciary Responsibility and Michaud Optimization
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New Frontier
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