 In his column in the September issue of Investment Advisor, Tom Giachetti addressed the post-transition period; specifically, the best-interest contract.. |
Advisor Websites and the BICE Requirements
Thomas D. Giachetti | ThinkAdvisor, August 2017
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Summary: In addition to the many disclosures non-level-fee fiduciaries must make when they execute a best-interest contract with new or existing clients, advisors must also make disclosures about their website and make certain information available there.
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