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There has been quite a bit of controversy surrounding Class B shares in the last few years.

The NASD and SEC are taking a very close look at advisors that do a lot of B share business; attempting to determine whether or not the B share investment recommendation(s) are in the best interest of the client or the advisor.

Since there is such a firestorm over this issue, my top 10 list will have a strong bend towards addressing some of these concerns. Without further ado…

Continue Reading “10 things you need to know about Class B share mutual funds”