Beginning June 30, 2020, broker-dealers will operate under a new standard called Regulation Best Interest. This requires brokers to better align their interests with those of their clients by eliminating conflicts of interest, such as proprietary product requirements, sales quotas, or sales contests.
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Tim Hayes recently completed a graduate-level course, Certified Tax Specialist (CTS™), from the Institute of Business & Finance.
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This presentation is a hypothetical view of financial planning items a client might see in the course of an advisory review. This is for informational purposes only and should not be construed as an investment recommendation or solicitation. Please consult a financial professional to discuss your individual situation prior to making any investment decision. Cambridge does not offer tax or legal advice.
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Tim Hayes recently completed a graduate-level course, Certified Estate, and Trust Specialist™, from the Institute of Business & Finance.
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