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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, October 7, 2026The Morning Brief →Sign in
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Brian Brashaw

Merit Financial Advisors · Reported Oct 7
In network coverage since October 7, 2026 · 1 story
Network coverage
practice

InvestorCOM finds 44% of rollovers occur before savers turn 59½

Panelists say advisors must reach plan participants years before a job change or rollover decision.
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