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Import sector-specific or general dictionaries into your VT products
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On-demand recordings so you can learn on your own time
Import sector-specific or general dictionaries into your VT products
On-demand recordings so you can learn on your own time
On June 30th, 2020, the SEC’s Regulation Best Interest (Reg BI) comes into effect. If you’re a broker-dealer or adviser, you need to be ready now. It involves creating Form CRS – client relationship summaries – written in plain language and in a maximum of four pages. We’ve been exploring the plain language aspects of this new rule in our recent blog posts.