67 - Events, Dear Boy, Events!
TRAP: The Real Adviser Podcast
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Finance Follies and Fintel Insights
This chapter humorously explores age-related stereotypes and millennials before diving into Fintel's impressive financial performance, recent acquisitions, and its expanding role in compliance support within the financial advisory sector. It also recounts amusing anecdotes juxtaposed with serious discussions about potential financial scandals, internal reviews, and the scrutiny of customer service standards in the industry. Lastly, it highlights challenges in compliance and regulatory guidance while questioning the accountability measures of financial advisory firms.
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