Compass Insights 017
Compass Consulting
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Compass Consulting
Helping Banks and Credit Unions realize their Financial Advice platforms' full potential and gain competitive advantage.
Financial Education:
With the current fiscal crisis in the United States, there is no better time to ensure your clients/members are financially educated than today!
Rising anxiety around retirement:?
According to a recent survey, 51% of eligible investors are postponing or canceling retirement.?
Fieldpoint Private now offering banking services:
Fieldpoint Private has recently launched a boutique solution for RIAs to integrate personal and commercial lending into their wealth management offerings.?
Other Recent News:
LPL to invest heavily in new technology and organic growth?
We hosted a webinar on December 7th, featuring our partner Sayhii, on employee retention...Stay tuned for the recording in case you missed it!