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Interview with Sandra Oakland: Embracing DocPortal for Enhanced Client Services In this interview, we sat down with Cedars Wealth Management who shared their experience with implementing DocPortal in their practice. DocPortal is an app …
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A Forward-Thinking Approach to Embrace Consumer Duty's Impact As the financial services industry undergoes a transformation with the introduction of the Consumer Duty legislation, forward-thinking firms are looking beyond mere compliance to leverage this …
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