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.
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Financial Services Institute is a free software application from the Reference Tools subcategory, part of the Education category.
The app is currently available in English and it was last updated on 2011-11-04. The program can be installed on iOS.
Financial Services Institute (version 1.1) has a file size of 8.81 MB and is available for download from our website.
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