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In the News

Biden’s Executive Order Could Ease Adviser Moves, But Limit Mega-Mergers

By Mark Schoeff Jr. July 09, 2021 InvestmentNews

Maureen Thompson, CFP Board Vice President of Public Policy, weighs in on why it’s important that licensing reform must be balanced with consumer protection.

Read more at InvestmentNews

InvestmentNews
Mark Schoeff Jr.
July 9, 2021