Compass Insights 014
Compass Consulting
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Compass Consulting
Helping Banks and Credit Unions realize their Financial Advice platforms' full potential and gain competitive advantage.
Compliance:
Staying in compliance is so important. How is your third-party broker-dealer protecting your advisors?
LPL to Launch new Private Wealth Program:
In 2023, LPL will launch a new private wealth advisor affiliation model to aid high-net-worth advisors with clients who have $2M+ in investable assets.?
Upcoming Webinar:
We are hosting a webinar with our partners at Sayhii on December 7th, 2022 at 1:00 pm PT.?The topic is how to activate your employees and increase employee retention!?
Annuity sales are up in Q3 with help from Banks
Merrill Lynch announced a comp plan shift to discount credits for most transactional revenue?