How being transparent with your clients can help build stronger relationships Over the course of the last decade, compliance requirements for advisors have increased significantly, which has created tension between […]
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Did you know that during a survey of mutual funds done in 2019, it was discovered that over a five-week period, there was an average of 2,000 changes a week […]
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Toronto, ON – InvestorCOM, a leader in financial services compliance solutions, today announced the release of “ShelfMonitorTM for Dealers”. This is a new product that will help investment dealers monitor […]
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