Best Interest Contract Exemption (BICE) Self Study
BICE Self Study for IRAs and ERISA Plans informs the decisions that advisors and financial institutions must make regarding the recently enacted regulatory requirements. The course details BICE as well as the various alternatives and presents the steps necessary to adopt BICE and maintain a profitable practice. Read More.
Best Interest Investment Recommendations
In the era when the contractual obligation is to act in the client’s best interest, investment decisions can no longer be based on the judgement of the individual advisor or a policy of the advisor's firm. Read More.
Choices & Solutions
Based on Fiduciary Rule, now the "law of the land," financial institutions and professionals must choose a future course of business... Read More.
Dalbar Profit-Based Pricing Model Calculator
This calculator was developed to extend the boundaries of traditional AUM pricing and instead permits advisors to determine and set a price that makes each client profitable. It is included in DALBAR’s training course on BICE. Read More.
Creating a Successful Best Interest Contract (BICE) Practice
This brief describes the implications of BICE for financial advisor and institutions. It covers the effects on business models, small accounts, business development, marketing communications, risk management and compliance. Read More.
Registered Fiduciary™ Certification
Prepares candidates to comply with the regulatory requirements of acting as a fiduciary. Learn more