EISI's response to the SEC's approval of proposed changes to Rule 2210

The SEC recently approved the NASD's proposed changes to Interpretive Material Rule 2210, regarding use of investment analysis tools by member firms. In response, EISI is working with its NASD-member client firms to finalize content for a new Monte Carlo assumptions page, to be added to client reports in generic versions of NaviPlan software. Please contact your Account Manager if you require more information.