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Tuesday, June 30, 2020
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Case Studies – Reg BI Optimizer
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Home
Reg BI
Software Case Study
Case Studies – Reg BI Optimizer
Case Studies – Portfolio Crash Testing
Case Studies – Planisphere
Case Studies – Larkspur Executive
Case Studies – 401K Fiduciary Optimizer
Investing
Podcasts
Risk Management
Marketing
Home
Reg BI
Software Case Study
Case Studies – Reg BI Optimizer
Case Studies – Portfolio Crash Testing
Case Studies – Planisphere
Case Studies – Larkspur Executive
Case Studies – 401K Fiduciary Optimizer
Investing
Podcasts
Risk Management
Marketing
Regulation Best Interest
Court Update: Reg-BI is the new standard for Advisors and Brokers!
June 30
Podcasts
,
Regulation Best Interest
Reg-BI Podcast 4:SEC Exams
June 25
Podcasts
,
Regulation Best Interest
Reg-BI Podcast 3: Form CRS
June 25
Podcasts
,
Regulation Best Interest
Reg-BI Podcast 2: Regulation Overview
June 25
Podcasts
,
Regulation Best Interest
Reg-BI Podcast 1: Legal Landscape
June 25
Regulation Best Interest
Your Reg-BI Briefing – Be Ready. Stay Compliant.
June 23
Regulation Best Interest
“Can I wait till the last minute for Reg BI?”
June 18
Regulation Best Interest
3 Reasons RIAs Shouldn’t Wait For a Court Ruling on Reg-BI
June 15
