Recently, InvestorCOM hosted a webinar with “Client Focused Reforms: Implementing KYP” featuring Rebecca Cowdery and Michael Taylor from BLG, Richard Wylie from Assante Wealth Management, and Parham Nasseri and Dave Carr-Pries from InvestorCOM where they discussed approaches firms can take to meet their KYP obligation. There was tremendous interest in this topic and we ran […]