Re-reg is more stressful than moving house

May 2009
Money Marketing;5/28/2009, p8
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.


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