Rollovers and Reasonably Available Alternatives: Insights from Industry Experts
InvestorCOM recently chatted with Tom Selman, Founder of Scopus Financial Group and Rob Dearman, CEO and Chief Innovation Officer at DCG Insight to discuss the history on rollover recommendations, the drivers behind the growth of the rollover market, and the why behind the regulatory requirement to evaluate reasonably available alternatives (RAA). Parham Nasseri [PN]: Tom, […]
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