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Podcast | 03.24.26

BISA Portfolio Podcast: Building a Steady Pipeline of Incoming Advisor Talent, Featuring BISA President Jane‑ellen Porter

by BISA Staff

03.23.26

Expect an E-Delivery Rule Soon, Says SEC Chair

by Melanie Waddell

03.20.26

SEC Lays Out Policing Plans After Departure of Enforcement Head

by Nicola M. White

03.19.26

Empower To Offer Trump Account Rollovers

by Edward Rueda

03.19.26

Raymond James Names New Indie Division Boss

by Karmen Alexander

03.18.26

Industry TrendWatch: Maximize your CRM and Elevate Customer Engagement

by BISA Staff and Stathis-Mittel

03.18.26

The Unexpected Risk of Letting ChatGPT Fact-Check Your Financial Advisor

by Lisa Ward

03.18.26

House Committee Advances Bill To Tighten Retirement Plan Lawsuit Rules

by James Van Bramer

03.18.26

FINRA Refunding $100M to Member Firms on March 31

by Dan Shaw

03.18.26

DOL Reverts to 5-Part Fiduciary Test

by Brian Anderson

03.18.26

2025 Was Record Breaking for Annuity Sales via Banks and BDs

by Brooke Lacey

03.17.26

Investors Remain Skeptical of AI in Financial Advice

by Ayo Mseka

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