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- Title
Embarrassment of Riches.
- Authors
Evensky, Harold
- Abstract
The article presents an overview of various investment researches. Knut A. Rostad discusses the position of Securities and Exchange Commission (SEC) on the debate regarding broker and adviser responsibilities in "Conflicts of Interest and the Duty of Loyalty at the Securities and Exchange Commission". In the study "Two Key Concepts for Wealth Management and Beyond", William Reichenstein reminded the practitioners the profound influence on asset location by allocations to tax-deferred accounts.
- Publication
Journal of Financial Planning, 2015, Vol 28, Issue 7, p36
- ISSN
1040-3981
- Publication type
Academic Journal