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FA Whitepapers

 

September 2017

 

Disclosure to Comprehension:
Mitigating Risk in a Fiduciary World

 

Learn how the Istonish Aprisi Assure compliance solution can help you obtain "evidence of comprehension" that builds trust with your clients, and reduces the risk of regulatory compliance investigations and litigation.
 
 

 

 

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AXA: For Today's Multifaceted Challenges

 
These days, achieving financial security has become a multifaceted challenge.  People are living longer, afraid of outliving their savings, and facing a range of changing requirements and concerns.
 
AXA