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Articles Posted in 12b-1 Fees; Disclosure; Conflicts of Interest

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SEC Enforcement Continues to Sanction RIAs Over Excessive Fees

As illustrated in two recent cases, the SEC’s Enforcement Division continues to root out RIAs that receive excessive undisclosed fees, particularly 12b-1 fees and mutual fund revenue sharing payments. As we have noted repeatedly, the SEC has focused on this issue in the last several years. At issue is whether…

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