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Don't skip reviews: Cortesi
Thursday 16th of January 2014
Many advisers have complained that the increased workload of compliance has made it hard to conduct reviews that are often not financially fruitful.
But Bruce Cortesi said one of the good things about the industry was that advisers always had the opportunity to fix something when it had not been done as well as it should have.
“If in 2000 you transacted business with a client and...
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