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.