San Diego Business Journal

Fiduciary Rule Reconfigures The Financial Advice Model

By Sarah de Crescenzo Originally published November 23, 2016 at 1:44 p.m., updated November 23, 2016 at 1:44 p.m.
   
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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