Composite management solutions are a good fit for firms that need additional support meeting performance reporting goals. We will create a custom solution to fit your process and tailor services to the specific circumstances of your firm. Our team can help close the loop on your composite reporting process and assist you with meeting regulatory requirements.
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The Department of Labor (DOL) voluntarily dismissed its appeal of the district court decision that struck down the DOL’s fiduciary reinterpretation of fiduciary status for advisers making rollover recommendations to retirement investors.