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Wealth Professional | 14 Dec 2015, 11:49 AM Agree 0
It might seem like an innocuous issue but a recent complaint filed by an industry player could positively affect an advisor’s business – but only if the complaint is successful
  • Jack D. | 14 Dec 2015, 01:34 PM Agree 0
    So what do you propose to resolve this issue?

  • Andrew | 16 Dec 2015, 09:33 AM Agree 0
    Aequitas has proposed a solution- a consolidated data feed, known as CMV Connect. Read more about it here:
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