New SEC Chairman Is Trying to Undo RegBI Rule, Republicans Say
Gesler became the new SEC chairman only a few months ago, but he’s already, reportedly, going hard on the RegBI Rule and being advised by Capitol Hill Republicans to slow down on environmental, social and governance rules.
Larkspur Executive CRM – Quick User Guide
1. Click on the CRM tab on the left-hand dashboard to quickly access your CRM system 2. The First Screen is your tasks Dashboard, some tasks will begenerated...Read More
Working Remotely: Virtual Interactions between Advisors and Clients
Financial Advisors Benefit from Working Remotely We are now into a second year of new remote work rules, precipitated by the pandemic. Large numbers of financial advisors have become...Read More
Quick User Guide – CoinOptimizer
According to coinmarketcap.com, as of April 2021, there were more than 9,000 cryptocurrencies that facilitate peer-to-peer transfers of data and value. Where does this leave the individual who believes in the future of these crypto-assets but can’t figure out how to invest in them?
Quick User Guide – RegBI Optimizer
Choose Recommendation wizard option and it takes you tothe process. Choose the client you do a rollover recommendation for.If you create a new client n this step the...Read More
Quick User Guide – Prospects of Wealth
Find a prospect in your area using our search tool Search by a zip code in your area. You can also put in some radius.Choose the source: Executives (the database...Read More