Nicole Casperson published a piece yesterday at InvestmentNews looking at some of the ways technology providers are deploying tools to help advisors brace for the new regulatory requirements as a result of Reg BI.
Along with representatives from Broadridge, InvestorCom, Morningstar, RIA in a Box, and Riskalyze, Redtail’s Director of Sales David Mehlhorn shared information about what Redtail has put in place to assist advisors with Reg BI compliance. You can read the full InvestmentNews piece here.
