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Four new requirements under Reg BI—the Disclosure, Care, Conflict of Interest, and Compliance Obligations–will have to be met irrespective of whether a broker-dealer offers the on going monitoring of a retail client’s assets.
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Resource Center
White Paper
Sponsored by The Clinic by Cleveland Clinic
Why Virtual Second Opinions Should Be Part of Your Benefits Strategy
Most Americans will be misdiagnosed at least once, according to research by the Institute of Medicine. Download this white paper to learn why interest in second opinions for complex diagnoses is growing--and why health plans and employers should consider virtual second opinions an integral part of their benefits strategy.
White Paper
Sponsored by The Clinic by Cleveland Clinic
Why Virtual Second Opinions Should Be a Part of Your Clients' Benefits Strategy
Most Americans will be misdiagnosed at least once, according to the Institute of Medicine, having a substantial impact on employers and their employees. Download this white paper and use it as a tool with your clients to educate them on the importance of including second opinions in their benefits strategy--and how they can offer them virtually.
Report
Sponsored by Hello Heart
Help Clients Close the Gender Gap in Heart Attack Care
Download this report to teach your clients how digital health can help close the gender gap in heart attack care.
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