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FSIフォーラム2016
This is an issue-focused event that will include both advisor-focused and firm executive-focused sessions. With the Department of Labor (DOL) releasing its final fiduciary rule earlier this year, we realize that it is critical that all of our members are prepared for implementation. That is why the inaugural FSI Forum will focus on Navigating a Post-DOL Fiduciary World. During the conference we will explore a variety of issues, such as how to implement the rule into practice, how to explain the changes to your clients or affiliated advisors, how to best serve clients under the new rule and much more!最新バージョン 8.5.3.4 の更新情報
Last updated on 2016年09月22日
Minor bug fixes and improvements. Install or update to the newest version to check it out!
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FSI Forum 2016
8.5.3.4 by Core-apps
2016年09月22日