5/29/2024: Compliance – T+1 Settlement goes live, onboarding new Admin, and deposits into new accounts. Business – US Drilling Fund 2024 and a Commission to Advisory assessment. Presentation by Cottonwood. Peri Notes: Click here to download the PDF Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 May 1 views You may also like 1/17/2024: Compliance: BitCoin updates and form CRS requirements Product: RILA and FIA best practices and doing more Financial Planning. Presentation by Ascensus 2 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Jan 1/10/2024: DAR Enterprise Year In Review 1 views Weekly Rep Calls – 2024,Weekly Rep Calls – 2024 Jan «1234Page 4 of 4