In 2021, the Financial Services Institute (FSI) Blog focused on navigating regulatory shifts for independent advisors, particularly concerning the Department of Labor’s Prohibited Transaction Exemption 2020-02, Reg BI compliance, and the legal status of independent contractors. The content emphasized advocacy efforts in Washington, D.C., alongside guidance for adapting to new federal policies, tax legislation, and remote work challenges. For more information, visit the FSI Blog website.
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