 Maybe the 401(k) business should set up an adviser login so that we can view the account and rebalance."Matthew Murphy, founder, Murphy Capital Advisors. |
SEC cracks down on advisers' access to clients' outside accounts
Mark Schoeff Jr. | InvestmentNews, October 2015
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Summary: Advisers who can access their clients' employer-sponsored retirement accounts may find themselves in the crosshairs of the Securities and Exchange Commission
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