The Rise of Human-AI Teams in Life Insurance
July 1, 2025 by Sam H
Let’s talk about Reg BI — the SEC’s Regulation Best Interest under the Securities Exchange Act of 1934, which establishes a “best interest” standard of conduct for broker-dealers and investment advisers when they make a recommendation to a customer for an investment strategy involving securities.
The name sounds promising, right? Like the financial version of a warm, fiduciary hug from the SEC.
Originally Posted at Think Advisor on June 30, 2025 by Sam H.
Categories: Industry Articles
