Incoming NASAA President Lisa Hopkins said the expansion of private markets without proper regulation and transparency is a "potential breeding ground for fraud," during the organization's virtual annual conference.
Wouldn’t you love for this not to be just a time in which your organization survived, but that it actually evolved in ways that’ll enable it to thrive in unimaginable ways?
Does it make sense to continue to dedicate time and effort to ALL accounts? Or, does it pay to outsource accounts below a certain threshold? The following case study shows analysis performed by the Wealth Consulting Team.
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