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Financial Services Institute
“Partnership: Because our future depends on it.” That’s the theme of the FSI 2012 OneVoice Broker-Dealer Conference in Orlando – the one conference you cannot afford to miss.
The CEO as risk manager. The new discussion with clients on suitability. The increasingly competitive marketplace requiring a holistic wealth management approach for financial advice. The FINRA audit – from an operational perspective. The “cloud” and whether your CRM and portfolio management should be in it. The way to capitalize on the fiduciary movement. And 18 other must-know points of leadership for the world of today’s independent broker-dealer and financial services firm executive. When partners share knowledge, best practices, innovative ideas and solution-oriented dialogue, you know you’re at OneVoice.
Novità nell'ultima versione 2.1.2
Last updated on Jan 16, 2012
Minor bug fixes and improvements. Install or update to the newest version to check it out!
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FSI 1Voice
2.1.2 by Core-apps
Jan 16, 2012