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History provides context. Without it, today’s challenges can feel random — when in reality, they tend to follow a pattern.
Having grown up in the retirement space, I watched a fundamental shift in both how advice was delivered and how it was paid for by employers and their employees. Today, commissions have largely disappeared from retirement plans, which begs the question: what changed?
Jamie Greenleaf is a Fiduciary Consultant and Principal of Greenleaf Advisors, as well as Co-Founder of Fiduciary In A Box
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