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The DOL fiduciary rule is forcing advisors to more carefully consider whether to recommend IRA rollovers, and some are turning to technology for help. So reports Financial Advisor IQ.
“The bottom line is that IRA rollovers are no longer going to be a slam dunk,” David Blanchett, Morningstar’s head of retirement research, tells the publication. “Advisors aren’t going to be able to simply assume that retirement savings held elsewhere need to be put more directly under their control.”