3/27/2024: Compliance: Check Trade Review regularly and upcoming Admin call reminder. Business: Referral Program update, ContraFirm Awareness Tool, and new NFS Bond tool. Presentation by TPFG Notes: Click here to download the PDF
3/21/2024: Compliance – Changes to FL suitability paperwork and E-mail Encryption updates. Practice Management – Upcoming Webinars and Business Plan updates. Presentation on Redtail Enhancements. Notes: Click here to download the PDF
3/6/2024: Compliance- Fee billing Non-Billed Accounts update Business- Cash & Cash Alternatives replay Presentation by Protective Annuities Notes: Click here to download the PDF
2/29/2024: Compliance – Direct Mutual Fund Policy update Business Development – Upcoming retirement webinar, CLIC Redtail integration, and GReminders Presentation by ACM Notes: Click here to download the PDF
2/21/24:Compliance – NY CyberSecurity Regulation, Adview deadline approaching. Product – Resources for Client account registration, Bitcoin ETF updates. Presentation by Griffin Capital Notes: Click here to download the PDF