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MichaelKitces

@michaelkitces

One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog

ID: 16825716

linkhttp://www.kitces.com calendar_today17-10-2008 15:08:51

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MichaelKitces
@michaelkitces

a year ago

Only communicate w/ clients using compliance-approved channels. Only communicate w/ clients using compliance-approved channels. Only communicate w/ clients using compliance-approved channels. "Off-channel comms tops list of concerns in compliance survey" citywire.com/ria/news/off-c…