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CFPB rolls out second phase of ‘Managing Someone Else’s Money’ initiative
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Consumer Protection
Friday, August 21, 2015
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Building on a set of guides released in 2013 for people who take on the financial duties of friends or family members, the bureau is in the process of creating state-specific guides to give lay fiduciaries even more tools and resources to comply with laws and procedures in their states. Read on to find out which states will receive the tailored guides first.
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