How planning software can reduce regulatory risk
Kennith Corbin | https://www.financial-planning.com/news/how-planning-software-can-reduce-regulatory-risk-for-financial-planners, December 2017
Read the article online >Summary: In a highly regulated industry, advisors may find that financial planning software and other technology applications can help keep them on the right side of Securities and Exchange Commission examiners and enforcement officials.
Be the first to comment on this Article