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Jubilación: Afores que dan mayor rendimiento en 2021 | Podcast Finanzas Personales

Jubilación: Afores que dan mayor rendimiento en 2021 | Podcast Finanzas Personales
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Panoramix Asks: Do Advisors Report to Clients Properly?

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EAGAN, Minn., Jan. 19, 2021 /PRNewswire/ Panoramix, an innovative advisor technology platform focused on performance reporting and billing, directly challenges whether financial advisors are serving their clients best interests by the manner in which they handle fees in their performance reporting with the company s seventh Industry Content Series white paper titled
Performance Net of Fees Vs Gross of Fees: Are We Doing it Right?
When faced with the myriad of options available in performance reporting systems, said Chris Hastings, CEO of Sapphire Software Services, the makers of Panoramix, advisors frequently ask their technology vendor What should I do? While we re not your legal counsel, we do tackle that difficult question in this publication by looking at it from multiple viewpoints. ....

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¡Que no te engañen! Esta es la publicidad que podrán usar las Afores

¡Que no te engañen! Esta es la publicidad que podrán usar las Afores
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¡Que no te engañen! Esta es la publicidad que podrán usar las Afores

¡Que no te engañen! Esta es la publicidad que podrán usar las Afores
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