THE 360 NEWSLETTER
Year-End Procedure Reminder – Administrative Bulletin and Important Dates to Remember
Best practices November 30, 2023To read the 2023 Year-End Procedures – Administrative Bulletin, click here.
To read the calendar of important dates to remember, click here.
Also in this issue
- CE Credits and November 30, 2023 Deadline
- Client Fee Dashboard – Selection Feature Disabled on December 1, 2023
- Morningstar Advisor Workstation – Last Chance to Subscribe or Renew for 2024
- FHSA – Now Offered by CIG and Mackenzie
- PureFees System Maintenance and Improvements Made to the Tool
- Upcoming Virtual Water Cooler Chat – December 7, 2023
- The Chronicles of our Cyber-Experts – Password Best Practices