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At FINRA’s annual conference on Monday, FINRA Member Relations Chip Jones sat down with several compliance and risk officers at major broker/dealers, talking about some of the top concerns they have regarding the current regulatory landscape...
Advisory firm United Capital has signed a deal with digital lead-generation service Vestorly to revamp its newsletters and make them more appealing to current and potential clients, said United Capital chief executive Joe Duran. So far the program...
