5/4/2022: Latest on DOL PTE, FINRA phishing emails, updates to AdvicePay, and a presentation by Duncan Walsh Advisors. 5/11/2022: Compliance updates around SEC’s Marketing Rule, Form CRS delivery, and Email security reminder. Product updates around Annuity Income Rider changes and three great webinars coming up. A presentation by our DAR Brokerage General Agency.