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Creating a Successful Best Interest Contract Practice (PDF)
DALBAR Link to more items from this source
Jan. 6, 2016

"The financial advisor community must decide whether to meet the new requirements by overlaying current practices or by new practices that embrace and take advantage of the new best interest standard. This brief is intended to inform the decisions and the course of action of distributors, product and service providers and financial advisors affected by the regulatory changes requiring the use of a Best Interest Contract Exemption for ERISA plans and IRAs. The alternative practices, policies and consequences are highlighted for all affected areas"

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