Compensation Disclosure Agreement
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Manage episode 363052192 series 3475228
During this conversation, I talk about the compensation disclosure agreement. This episode will enable you to learn what kind of partners you have, how much compensation they receive, and the different versions of the compensation disclosure agreement that you need to know about.
Learn what your advisor/firm is being paid, understand the specifics of non-accountable financial compensation, potential conflicts of interests in terms of vendors and products as well as learn about the nature of financial and non-financial compensation received by your firm.
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