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Interesting discussion and good vehicle for raising awareness of some of these issues. Slight tilt at times towards marketing the presenter's company (including short video) but the same is true for Chris Winn and a few others who speak to A4A membership. Very useful for checklist of items which should be considered by all advisors. Good info overall.
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lots of good ideas. I just wonder if this type of service is financially prohibitive for the small RIA office with just a couple of PC's. what is great is that it seems this approach automates safe computing - so that the RIA has to think less anout it!
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