Laserfiche's Linda Ding and Justin Pava discuss the firm's award-winning vault and cloud platform and how it helps financial professionals with their document management.
The new rule would demand that registered representatives would need written approval from their firm to act as a beneficiary, trustee or executor, or hold power of attorney for a client.
Join us for this panel of industry veterans and practitioners who will share their insights in navigating the new normal and how they have used this interesting time to create a thriving digital workplace. Register for Thursday, Nov. 5th at 2pm ET / 11am PT.
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