Gaining Perspective

My guest today is Dave Whitaker, who is president of Foreside. Foreside provides a suite of services and a platform-based model to automate and simplify compliance and distribution for asset management firms. Dave is going to talk to about some of the latest developments in the regulatory arena, including form CRS, and what they mean for advisors.

Show Notes

My guest today is Dave Whitaker, who is president of Foreside. Foreside provides a suite of services and a platform-based model to automate and simplify compliance and distribution for asset management firms. Dave is going to talk to about some of the latest developments in the regulatory arena, including form CRS, and what they mean for advisors.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.