A new report from the Institute for the Fiduciary Standard urges the SEC to “rebrand Reg BI as a ‘New Suitability’ standard for broker/dealers” to clarify that brokers’ product recommendations are different from best interest fiduciary advice.
Attend this webinar on Feb. 4th to learn useful insights as to the real issues and concerns actual heirs and their families have identified to the panelists regarding personal property division in their family’s estate settlement.
You are subscribed to this newsletter as newsletter@newslettercollector.com
To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add Wealthmanagement.com and the reply address informa_wre@inbound.bamboocricket.com to your list of safe sender contacts.
