*Newsletter – SEC Honors Veterans, Growth & Operational Efficiency for Wealth Mgrs, Dreading Quarter/Year End Processing & Reporting

November 26, 2019 David Gemma
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NewsLetter Highlights

News - SEC Honors Veterans & Service Members

Commentary - Thanksgiving for Wealth Advisors & Cotton Farmers

Question - Why Do Wealth Mgmt Firms Still Dread Quarter/Year End Processing & Reporting?

Solution - High-Margin Growth & Operational Efficiency for Wealth Mgrs

Video - Phishing Attacks in Greater Hartford,CT Area

Solution - Immediate Returns on IT & CyberSecurity Investments

Report - Money Market Fund Trends & Statistics

Tools - Investor.Gov Online Planning Tools

Society - Troubling Employment Stats for Recent College Grads

Cyber Security FAQ - Spotting Fake Tech Support Phone Scams

Warning - Fake Online Holiday Shopping Stores

Monthly Trivia Question - Macy's Parade Floats & Helium

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ClientRep Cuts Quarter/Year End Reporting Effort & Time By Over 60%