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Wednesday, April 14, 2021
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Case Studies – Reg BI Optimizer
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Case Studies – Planisphere
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Case Studies – 401K Fiduciary Optimizer
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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
New President is in, what’s in store for the SEC and Reg BI?
January 25
Regulation Best Interest
RegBIDEN: What’s next for Reg BI in the new administration
November 26
Regulation Best Interest
What’s happening in Reg-BI Compliance Court?
October 05
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
Podcasts
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Regulation Best Interest
Reg-BI Podcast 4:SEC Exams
June 25
Podcasts
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Regulation Best Interest
Reg-BI Podcast 3: Form CRS
June 25
