Once derided as fringe and unsustainable, advisors are finally accepting the business model.
| | | | | Q: How are you and your team helping firms to prepare for the [SEC’s Reg BI] rule?
A: "We're hearing from a lot of firms that they’re preparing, they’re doing a lot around conflicts of interest, they’re trying to figure out the disclosure piece. But many don’t have an out-of-the-box solution for that CRS delivery,” says Dana Rhodes, Riskalyze’s managing director for enterprise services. (Answer has been lightly edited for length and clarity) | |
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