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Weekend Reading For Financial Planners (April 6-7)

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Weekend Reading For Financial Planners (April 6-7)

Author: Adam Van Deusen
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Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that customer arbitration claims related to the SEC’s Regulation Best Interest (Reg BI) nearly doubled between 2022 and 2023, suggesting that greater awareness among investors of the increased standards for broker-dealers and their registered representatives couldRead More…

The post Weekend Reading For Financial Planners (April 6-7) first appeared on Kitces.com.

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