The monthly Compliance Bulletin Service provides the information your organization needs- at the speed it can handle it. Let the trusted Compliance professionals at CRC do the hunting, gathering and data-mining for you. Take a peak by downloading a complimentary Compliance Bulletin. Continue reading
Beware of “Snake Oil Salesmen” As is the case with any growing industry sector, the opportunity to provide support and services to organizations in need will draw new entrants to the market. A significant number of technology service providers have … Continue reading
In nearly two decades of working with financial services execs, I’ve had the honor of working with a number of visionaries. These are often compliance and risk execs who have the ability to see beyond regs and into what matters most to advisors and their clients while still keeping a strong focus on protecting the firm’s reputations. Mitch ranks among the best I have -known. His ability to see his way through a problem to the practical is unique and compelling. I would recommend him without hesitation.
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