Tag: Designations

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Designation “Hitters”?

Advisers may try to use designations to boost their businesses but regulatory oversight is increasing
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Fiduciary Investment Advisors

Mark Wetzel, Michael Goss, Karen Paulson, Kate Fournier, Ryan Gardner, Chris Kachmar, Tony Tranghese, Bill Peck Windsor, Connecticut

PA NC: Making Your Designation(s) Work

Plan sponsors and participants may not appreciate what specific adviser designations mean, but designations can still be useful for a retirement plan adviser’s business.