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Your adviser could be confused about who makes decisions in your situation.

Nah. He knows it's pretty much me. He even keeps on coming to me about MIL's account, which I refuse to deal with and send him back to DH.

Just got off the phone with him. It was a goof, plain and simple. This is what happens when the MO is to throw investing formulas at 4 different people's accounts within one family relationship with the firm, and one of those things that require me to constantly be verifying he does what he is supposed to do.

IP
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