The robo advisor failed to tell some clients its tax-loss harvesting service only checked accounts on alternating days and not daily, as some materials claimed, according to the commission.
CEO and co-founder of Summit Wealth, explains how software companies, like Summit, can help advisors better utilize investment and client management platforms.
This webinar on May 16th will cut through the noise and break down how to properly leverage ESG and climate data so you can better connect with your client.
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