About John Gray

This author has not yet filled in any details.
So far John Gray has created 30 blog entries.

Are you solving your direct problem backward?

By | October 1st, 2018|

Are you solving your direct problem backward? October 30, 2018 | ARTICLE | BY KELLY LYNCH Many independent broker-dealers that process customer mutual fund accounts direct (the [...]

Check & App is Great! (Till It Isn’t)

By | July 10th, 2018|

Check & App is Great! (Till It Isn’t) WEBINAR Webinar explored how one B/D came to FundKeeper for the fiduciary solution, but stayed for the convenience and cost [...]

Load More Posts