Compliant texting application MyRepChat announced Wednesday availability of “rules based disclosures.” To date MyRepChat allowed for use of disclosures in “positive consent” (opt-in) and “negative ...
CRYSTAL, Minn., Oct. 24, 2018 /PRNewswire/ -- Riskalyze is widely recognized as a leader in the financial services industry for helping Financial Advisors have conversations about risk with their ...
With a recent acquisition, FMG Suite, a San Diego-based advisor technology company known for its marketing and website offerings, is diving into the growing competition to provide compliant social ...
Lincoln Investment, one of the nation’s fastest growing broker-dealers*, has partnered with ionlake, LLC, the creators of MyRepChat, to provide their financial advisors with FINRA-compliant text ...
In today’s article, we’ll tell the story about a solution provided by ionlake that is a multifaceted tool for professional advisors created by a former compliance officer. ionlake was born out of a ...
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