Wednesday, January 1st, 2014 and is filed under AI Insight News
AI Insight is pleased to announce marketing professional Vickie Stone has joined the company. In her role as Director of Marketing & Client Relations, Vickie will oversee the development and implementation of AI Insight’s communications strategies in addition to managing client relationships with both broker dealers and alternative investment product sponsors. Read More
Friday, March 29th, 2013 and is filed under AI Insight News
Broker Dealers may now give access to program level training for non-license RIAs and non-license support staff. These two new functions have been added along with our current Financial Advisor and OSJ functionality. The function assigned to the user will determine what access they have on the site. Non-license RIA users will be given access to view and take education modules on approved Alternative Investments programs available only on RIA platforms as indicated in the program summary. Non-license support users will be given access to view and take education modules on approved alternative investment as Financial Advisors, however each firm’s compliance log will indicate they are a support user and do not hold the appropriate license to sell the program. Read More
