Zoom In, Season 1 - Wealth & Advisory Episode 3 - "The Spirit of the Law vs. the Letter of the Law: Navigating the New Reg BI and Form CRS"

Update: 2020-07-31

Description

Our new host Mike Row, Chief Relationship Officer and Joan Schwartz, Chief Legal Officer at BNY Mellon’s Pershing discuss Regulation Best Interest—or Reg BI— Form CRS and what it means for advisors.

Comments

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Zoom In, Season 1 - Wealth & Advisory Episode 3 - "The Spirit of the Law vs. the Letter of the Law: Navigating the New Reg BI and Form CRS"

#box-pro-ellipsis-176225081721868{-webkit-line-clamp:2;}Zoom In, Season 1 - Wealth & Advisory Episode 3 - "The Spirit of the Law vs. the Letter of the Law: Navigating the New Reg BI and Form CRS"

Zoom In, Season 1 - Wealth & Advisory Episode 3 - "The Spirit of the Law vs. the Letter of the Law: Navigating the New Reg BI and Form CRS"

BNY Mellon's Pershing

Zoom In, Season 1 - Wealth & Advisory Episode 3 - "The Spirit of the Law vs. the Letter of the Law: Navigating the New Reg BI and Form CRS"