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Showing 1 - 1 of 1 results for "Conrad Travers"

Abolishing FDSs a major win: Panel

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
... to the panel that Anderson moderated. According to Tangelo Advice Consulting director and principal consultant Conrad Travers, many advice licensees continue to grapple with providing accurate FDSs. Currently, half of licensees have external agreements ...
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