Clip: Helping the Wholesaler and Advisor
In this clip from Inside the V(ALT), Gary Davi explains how better data supports both the wholesaler and advisor.
Click here to watch the full episode and learn more.
This podcast is not intended for the general public; it is intended for viewers who are financial professionals that are either registered with FINRA broker dealers or are registered investment advisers.
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The Blue Vault Summit could not have been more perfectly timed. This gathering of the Broker Dealer and Sponsor communities provided insightful and open discussion from several vantage points. These conversations are paramount, especially in a time of significant regulatory change.