Vetting all your research and Statement of Advice can be time consuming given the delays by your dealer group’s compliance team, but is the wait worth it?
Would you feel comfortable showing your Fact Find or Working Papers to a client?
Have you fallen into the bottomless pit of never ending despair while your authority to access information is being processed?
- Asendium Partners With Valenta BPO to Build an Affordable and Efficient Ecosystem for Financial Planners August 12, 2020 Scott Miller
- New Dealer Group Chooses Asendium as their Core Compliance Management System August 10, 2020 Scott Miller
- AdviceLink Helps Financial Planners and Clients Navigate Centrelink’s Complex System August 4, 2020 Scott Miller
- Capital Advisor Appointed as Chairperson to Drive Expansion July 23, 2020 Scott Miller
- Corporate Lawyer Michael Dodge Joins Advisory Board of Australian Regtech, Asendium July 22, 2020 Scott Miller
- Technology Executive John De Angelis Joins the Advisory Board of Sydney Based Regtech, Asendium July 21, 2020 Scott Miller
- Steve, The Scary Debt Monster May 27, 2020 Sharon Lee
- Why You Should Hold Onto Your Credit Card May 12, 2020 Sharon Lee
- How Do Asendium Lite’s File Notes Work? April 8, 2020 Sharon Lee
- Looking to Adopt Asendium? It’s Simple AF! April 2, 2020 Sharon Lee
Recent Comments