December 12, 2018
Kim Spencer
Featuring Kim Spencer, CFP®, CDFA® Moving assets to fee-based structures and transitioning those clients without back-office support can be very disruptive for advisors. The shear bulk of the work can be so daunting that some things fall through the cracks. Like annuity assets. Paperwork, complexity, lack of choice in fee-based offerings—all of these factors can...
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