Adviser 3.0
A3.0 Webinar - Drawdown as it should be
Written by
Fundment
| Jun 21, 2024 8:31:46 AM
Drawdown is almost 30 (believe it or not) but hasn’t changed much.
Difficulties advisers faced years ago many still face today: Illustrations; forms (and signatures); reliability of payments. But platform technology is helping to turn the corner.
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