4/6/2022: Updates to BIA form and AI disclosure now available and a presentation by Horizon Peri Notes: Click here to download the PDF Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Apr 15 views You may also like 2/9/2022: Expanded WealthPort Custodian Option, Pacific Oak closures, and a presentation from The Capital Group/American Funds 10 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Feb 2/2/2022: Mobile App enhancements, Wealthport Paperwork updates, a new Custodian has been launched, and a recap of DWA’s 4th quarter performance with market outlook 10 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Feb 1/26/22: Enhancements to AdvicePay, new Athene RILA hits the market, and a presentation by NexPoint 10 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Jan 1/19/2022: Correspondence reminders, a new Cambridge Source offering, and a presentation by Horizon Investments 9 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Jan 1/12/2022: Update to ACH usage in Financial Plans and a Year In Review presentation from your Supervision Team 9 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Jan 1/5/2022: CIR reminders from Catherine, update about Griffin Institutional Access Credit Fund, and a presentation from Advisors Capital Management 9 views Weekly Rep Calls,Weekly Rep Calls – 2022,Weekly Rep Calls – 2022 Jan 12/15/2021: Important Compliance reminders about Form CRS and Trusted Contact, update on Windows 11, and a presentation on Wealthbox CRM 9 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Dec 12/8/2021: Compliance update on selling away, upcoming Cambridge webinars, and a presentation by Prudential 9 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Dec 12/1/2021: Adview Reminders, new CLIC eSignature options, and a presentation from the Duncan Financial Group BGA 7 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Dec 11/17/2021: End of year compliance reminders to complete now, an important Cambridge webinar to view, and a presentation on Social Security by Franklin Templeton 7 views Weekly Rep Calls,Weekly Rep Calls - 2021,Weekly Rep Calls – 2021 Nov «1…34567…10»Page 5 of 10
