Carolyn Taylor, president of Weatherly Asset Management, right, and Ashley Copp, an investment advisor at the firm, are ensuring they are in compliance with new disclosure rules.

Carolyn Taylor, president of Weatherly Asset Management, right, and Ashley Copp, an investment advisor at the firm, are ensuring they are in compliance with new disclosure rules. Photo by Jamie Scott Lytle.

— New federal rules on retirement accounts set to take effect in April have wealth managers working to ensure they can prove they are acting in their clients’ best interests...

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