Review Topics
Practice Exams
Cows are like buffalo...EXCEPT they're NOT as huge, athletic, and ridiculously good-looking. Confused? Pay attention to key words if you want the real deal.

The First Meeting: SilverSlacks

Dashboard > Ethical Practices and Fiduciary Obligations > The First Meeting: SilverSlacks

The First Meeting: SilverSlacks

Bubbie's first meeting was with SilverSlacks—the investment bank that took The Sauce Company public—to go over her account. Turns out that in addition to their powerful investment banking business, they also had a private wealth management business.

There were a dozen lawyers in the meeting, who presented her with an endless amount of paperwork that she needed to sign. She read a few of them, and they all looked like waivers. 

Which…they were.

Waivers of SilverSlacks' liability, waivers of...

Looking for more? Why is this annoying box in the way? It's because you haven't paid for the course yet!

Next: The First Meeting: Myron  
  Prev: Financial Advisors