Solutions

Solutions Page Icons_Solutions Page Icons (PTE)
PTE 2020-02

In short, PTE 2020-02 is the Department of Labor’s latest ruling that requires fiduciaries who rely on transaction exemptions to only provide advice that falls within their client’s plan and is in the customer’s best interest.

Solutions Page Icons_Solutions Page Icons (RAA)
Reasonably Available Alternatives

Along with the results based on your client’s needs, RightBRIDGE provides alternative solutions.

Solutions Page Icons_Solutions Page Icons (RegBI)
Regulation Best Interest

The SEC’s Regulation Best Interest (Reg BI) requires financial professionals to not only act in their client’s best interest, but must also “show their work” and show why they are making their recommendation. RightBRIDGE makes the heavy lifting of  validating and documentating simple.