Weekly Rep Calls – 2021 Jun

← Weekly Rep Calls - 2021

6/30/2021: Firm Element reminders, updates to the WP/CMAP account creation tool, and a presentation by Baron Capital.

6/30/2021: Firm Element reminders, updates to the WP/CMAP account creation tool, and a presentation by Baron Capital.

Weekly Rep Calls, Weekly Rep Calls - 2021, Weekly Rep Calls – 2021 Jun

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6/16/2021:Important update on the CMAP fee consistency program, new lending option through NFS, and a presentation by Horizon Investments.

6/16/2021:Important update on the CMAP fee consistency program, new lending option through NFS, and a presentation by Horizon Investments.

Weekly Rep Calls, Weekly Rep Calls - 2021, Weekly Rep Calls – 2021 Jun

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6/09/2021:Health Insurance by FSI update, ongoing compliance reminder about fee consistency, and a presentation by AssetMark

6/09/2021:Health Insurance by FSI update, ongoing compliance reminder about fee consistency, and a presentation by AssetMark

Weekly Rep Calls, Weekly Rep Calls - 2021, Weekly Rep Calls – 2021 Jun

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6/02/2021: DWA portfolio change announcement, updates on fee consistency, and a presentation by iM Global Partner

6/02/2021: DWA portfolio change announcement, updates on fee consistency, and a presentation by iM Global Partner

Weekly Rep Calls, Weekly Rep Calls - 2021, Weekly Rep Calls – 2021 Jun

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