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September 2012, London. The aims of European investors are fairly consistent, as is the source of their investable wealth. What they do with it, where they seek advice, and levels of satisfaction present a more complex picture, according to the...
In just two short years, suitability review and sales practice monitoring have become the challenges facing broker/dealers, according to a white paper released today by Albridge/Beacon Strategies.
The whitepaper, Broker-Dealer Sales Practi...