Behind The Advisor

Ep #228: Why XY Planning Network Sued the SEC Over Reg BI - With Michael Kitces


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This year, we announced that we would be suing the SEC over Regulation Best Interests, better known as Reg BI, and many people have asked some great questions about this process and what it entails. So today Michael Kitces joins the show to help answer those questions, discuss how this came about, and explain why this is so important for financial planners everywhere.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/228

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