About John Gray

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So far John Gray has created 33 blog entries.

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 [...]

A big idea for small accounts

By | May 10th, 2018|

A big idea for small accounts MAY 10, 2018  |  ARTICLE | BY FUNDKEEPER TEAM There is a real dilemma faced by all broker-dealers: How to make [...]

Opening fund-only accounts ought to be easy

By | February 12th, 2018|

Opening fund-only accounts ought to be easy FEBRUARY 12, 2018  |  ARTICLE  |  BY FUNDKEEPER TEAM  | Anybody who ever bought a new car has been there. [...]

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