ORLANDO, Fla. – As firms and advisers struggle to understand and incorporate the upcoming fiduciary rule regulations, Pershing has become the latest firm to step into the breach by creating tools and services designed to help, and in time, to profit from the confusion.
While some of the products, such as a digital platform designed to aid planners navigate confusing transaction exemptions, have not yet been launched, or even priced, Pershing is counting on demand by firms struggling to incorporate the rule’s demands.
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