Dec. 9, 2019
Money Matters Episode 252 - Fiduciary Standard Regulations and Succession Planning w/ Bill McCance
Money Matters Episode 252 - Fiduciary Standard Regulations and Succession Planning w/ Bill McCance
50 Fiduciary Standards for 50 States? How a lack of uniform regulation could ultimately increase costs for clients.
We were joined today by Bill McCance, Chairman and President of TAG Group, Inc. - a diversified financial services company owning a broker dealer, a Registered Investment Advisor and an insurance GA.
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