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On today’s show we have Eric Clarke of Orion Advisor Services who offers his perspective on Reg BI, Big Data, and being a leader not a victim of change.

Enjoy the show!

 

Sources mentioned

Securities and Exchange Commission. (2019, June 5th). SEC Adopts Rules and Interpretations to Enhance Protections and Preserve Choice for Retail Investors in Their Relationships With Financial Professionals. Retrieved from https://www.sec.gov/news/press-release/2019-89

 

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