TITLE

Re-reg is more stressful than moving house

PUB. DATE
May 2009
SOURCE
Money Marketing;5/28/2009, p8
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article reports on the assertion of Yellowtail Financial Planning managing director Dennis Hall that re-registration of client assets is too stressful. According to Hall, the process of transferring assets from one platform to another is worse that moving house. He added that everyone is talking regarding technology and how their processes work but they do not work about transferring assets.
ACCESSION #
41894783

 

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