Compliance in the Age of Pandemics

Bill Hortz's picture

[The COVID-19 pandemic has been a catalyst for dynamic change for advisor businesses in all but one area – the ongoing and inexorable march of regulation and compliance.

A Trial by Fire for AI

Bill Hortz's picture

"Why wouldn’t a professional avail themselves of a tool that is designed to help in the most challenging market environments?" - David Aferiat, Trade-Ideas


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