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Thursday, November 26, 2020

“Arguably, the Most Comprehensive DOL Rule Solution”

Bob Veres researches DOL Fiduciary Rule software solutions and finds that “Arguably, the most comprehensive DOL Rule solution is IRAFiduciaryOptimizer, offered by RiXtrema”.

Here is a link to his study: http://www.advisorperspectives.com/articles/2017/01/23/dol-fiduciary-compliance-part-ii-the-most-comprehensive-solutions-for-ria-firms

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