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Wealth Professional | 02 Feb 2017, 08:15 AM Agree 0
The OSC is being asked to waive client call requirements to accommodate new business models
  • M. Gentile CLU CHFC CFP | 02 Feb 2017, 04:16 PM Agree 0
    Why should Robo advisors be granted slack when experienced and credentialed advisors are being held to an ever increasing and higher standard? When was the last time a Robo advisor was required to submit proof that the minimum number of CE credits had been met??
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