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    BCG IAO Survey Results

    Survey Survey from Boston Consulting Group that found that RIAs would prefer oversight by the SEC with user fees than an SRO model
    Published on December 21, 2011

    BCG IA Oversight Economic Analysis

    Report Study from Boston Consulting Group that found that establishing a SRO to oversee investment advisers would cost at least twice as much as funding an enhanced SEC examination program via user fees
    Published on December 21, 2011

    You are the Value

    Webcast In this web seminar, Leo Pusateri, president of Pusateri Consulting and Training, discusses how the Value Revolution, the Changing Client and the Client’s Dilemma require Financial Entrepreneurs to develop powerful, personal answers to the seven critical questions of...
    Published on October 09, 2012

    You are the Value - Markekting Flyer

    Tools Marketing Flyer - Leo Pusateri, president of Pusateri Consulting and Training, discusses how the Value Revolution, the Changing Client and the Client’s Dilemma require Financial Entrepreneurs to develop powerful, personal answers to the seven critical questions of...
    Published on October 09, 2012

    You are the Value - Workbook

    Presentation Leo Pusateri, president of Pusateri Consulting and Training, discusses how the Value Revolution, the Changing Client and the Client’s Dilemma require Financial Entrepreneurs to develop powerful, personal answers to the seven critical questions of...
    Published on October 09, 2012

    Inside Information Special Report Cost/Benefit Regulation

    Article In an Inside Information Special Report, Bob Veres reviews a report released on Thursday by the Boston Consulting Group (BCG), commissioned by a coalition of financial planning organizations in response to calls for additional analysis of the recommendations in the SEC‘s study under Section 914 of...
    Published on December 19, 2011

    Fiduciary Standard of Care

    Overview Learn about the elements needed to be deemed a fiduciary.
    Published on May 17, 2013

    CPA/PFS Profile Susan Bruno

    Member Profile This profile of Susan Bruno focuses on her practice and how she educates women of all ages about finance and estate planning.
    Published on April 11, 2014

    Structure and Implementation

    Guide This section summarizes structure and other considerations in implementing an investment services business.
    Published on April 09, 2010

    SpectremAdvisor Newsletter and Reports

    Overview SpectremAdvisor.com is a resource for financial professionals who serve investors with a free monthly newsletter and additional optional discounted newsletters and reports for the affluent market advisor.
    Published on April 23, 2014

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