8/3/22:Compliance: Common reasons for DOLPTE Not in Good Order submissions. Product: Updates from Virtus, Lord Abbett, and Transamerica. Spotlight on Success videos. Presentation by DAR Financial Planning Department Peri Notes: Click here to download the PDF Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Aug 2 views FacebookTwitterLinkedinPin ItTumblrWhatsApp You may also like 2/9/2022: Expanded WealthPort Custodian Option, Pacific Oak closures, and a presentation from The Capital Group/American Funds Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Feb 9 views 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 Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Feb 9 views 1/26/22: Enhancements to AdvicePay, new Athene RILA hits the market, and a presentation by NexPoint Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jan 8 views 1/19/2022: Correspondence reminders, a new Cambridge Source offering, and a presentation by Horizon Investments Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jan 8 views 1/12/2022: Update to ACH usage in Financial Plans and a Year In Review presentation from your Supervision Team Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jan 8 views 1/5/2022: CIR reminders from Catherine, update about Griffin Institutional Access Credit Fund, and a presentation from Advisors Capital Management Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jan 8 views «1…345Page 5 of 5