The Securities and Exchange Commission has issued a warning to advisors regarding frequent overbilling. So reports Forbes. Some advisors have been incorrectly basing their fees on the amount of clients’ assets at the end of a billing cycle when they have said they would use average daily balances and other advisors have been double billing clients.
PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes.