video1.0<iframe src="https://www.loom.com/embed/202146662d0e4c469d2c4a59b0419973" frameborder="0" width="1728" height="1296" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12961728Loomhttps://www.loom.com12961728https://cdn.loom.com/sessions/thumbnails/202146662d0e4c469d2c4a59b0419973-1717712220330.gif267.033Hello and happy Thursday! I wanted to update you on some changes we're making to the platform regarding portfolio options. These changes are based on new regulatory insights and our fiduciary duty as a portfolio manager. I wanted to give you ample notice before these changes are rolled out. The change we're making is to ensure that ModernAdvisor is the party recommending the portfolio. Going forward, we will ask clients about their preferred investment approach and will use their answer to recommend a portfolio option between Core, BCV, and Harmony. This change will be rolled out on June 17th.