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The Work Behind BICE Paperwork: What You Will Actually Need to Do (PDF)
DALBAR 
[Guidance Overview] Sept. 7, 2016 22 pages. "Contract terms are easily violated without an infrastructure to enable and to demonstrate compliance.... To win a BICE lawsuit claiming the client's best interests were breached, the Financial Institution or Adviser must be able to show that a recommendation (which may have lost money) was in the client's best interest at the time it was made! ... This paper summarizes the activities necessary to support the commitments, promises and disclosures required for those who choose to enter into a best interest contract." MORE >> |
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