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What’s Your Take on Reg BI, et al?

Industry Trends and Research

The Securities and Exchange Commission has, of course, finally published a new version of Regulation Best Interest, the new Customer Relationship Summary, and more. This week, we’d like to know: Have you had a chance to read it?

Admittedly, these are thick documents, and there’s a lot going on – but there are some important aspects for advisors in there, and the clock is ticking on implementation. 

So, this week, we’d like to know if you’ve had a chance to read it, open it, glance at it, or perhaps been able to work your way through the various summaries (including ours) – and what, if any, opinion you have on this undertaking, and what difference, if any, you think it will make. Oh, and any other comments you’d like to share.

Respond to this week’s NAPA-Net Reader Poll at https://www.research.net/r/KXLDTBK.

And you know that we’ll have it all tallied up for you on Friday! 

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