News
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.
