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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.

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