Financial Planning Conversations
Financial Planning Conversations
Paul Resnik
Investment Suitability Workshop Preview - London Nov 1
22 minutes Posted Oct 18, 2017 at 12:00 am.
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Show notes
Investment suitability is emerging as a critical issue for financial advice firms. This podcast previews a workshop being held in London on 1 November, where experts will explore the competitive challenges and opportunities. Grab a free ticket at https://www.eventbrite.co.uk/e/whats-happening-with-suitability-out-there-tickets-38620681498?aff=es2