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Wednesday, September 30, 2020
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Home
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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
Marketing
Marketing Quizzes
Home
Blog
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
Marketing
Marketing Quizzes
Regulation Best Interest
What is RegBI’s Future With a Democrat Administration?
August 12
Regulation Best Interest
Here’s What’s Next For The DOL Fiduciary Rule.
July 13
Regulation Best Interest
Court Update: Reg-BI is the New Standard For Advisors and Brokers!
June 30
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Regulation Best Interest
Reg-BI Podcast 4:SEC Exams
June 25
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Regulation Best Interest
Reg-BI Podcast 3: Form CRS
June 25
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Regulation Best Interest
Reg-BI Podcast 2: Regulation Overview
June 25
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Regulation Best Interest
Reg-BI Podcast 1: Legal Landscape
June 25
Regulation Best Interest
Your Reg-BI Briefing – Be Ready. Stay Compliant.
June 23
