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.

Helping Advisors Stay Ahead Of The Curve

Bill Hortz's picture

"The innovative solutions we are discovering and vetting in the areas of technology, business strategy and niche asset management tools will help position advisors competitively on an ongoing basis." Hessel Pole, Invested Consulta


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