The Reg Report Podcast is your source for current information on the financial industry's continually evolving regulatory environment. Listen as executives from USA Financial walk you through updates, changes and possible future challenges to how you run your business. In this episode, Chief Marketing Officer Mark Mersman and Chief Legal Officer Andrea McGrew break down the details of the SEC's regulation best interest proposal. They focus on the new form CRS, which intends to mandate conversations between clients and advisors about appropriate regulatory information in their financial investments.