Technology & software solutions

Story

Advisor Group launches ‘Reg BI-ready’ enhancements to digital account management platform

Advisor Group launches ‘Reg BI-ready’ enhancements to digital account management platform

Advisor Group, a network of independent wealth management firms, has launched its new eQuipt Dashboard for financial professionals, which has been specifically designed to facilitate compliance with the SEC’s new Regulation Best Interest (Reg BI) by seamlessly incorporating streamlined options for managing electronic delivery of required disclosures, key account documents and more.