Mortgage Planning and NASD Compliance…What’s the Real Story Anyhow?
January 16, 2007 posted by Ancora Financial
To be sure, financial planners are under more regulatory stress than ever before. Many view working with mortgage planners as a big, potential liability. Many planners can’t seem to understand that working with us is actually a huge blessing for them and their clients.
(Editor’s Note: This directly addresses all those concerns about the NASD and their thoughts about repositioning home equity.)
