Pinnacle Advisor Solutions Adds Webpage As Resource for RIAs to Easily Access Current Regulatory Information on Succession Plan Requirements

Pinnacle Advisor Solutions has added a dedicated webpage which highlights the current information on the regulatory landscape regarding the requirement for RIAs to have a business continuity and succession plan.  The webpage features copies of the proposed rules by both the North American Securities Administrators Association (NASAA) and the SEC as well as information from…