Biggest Stories of the Week: Reasons Not to Make a Roth Contribution; Advisor Group Has a New Name; FINRA Exams Are Changing
ThinkAdvisor
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In this weeks news making Roth contributions can be a good retirement savings strategy, but not for every client or situation. Meanwhile, The Advisor Group has a new name and will unite its eight firms into one entity over the next 18-24 months. Lastly, FINRA is conducting more on-site exams, but examiners will spend less time on-site.
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