A referral business newcomer seeks to link CD investors with advisors

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CD Valet has as many as 200,000 savers visiting its website each month on the lookout for one of the best offers on certificates of deposit. It is betting they might make an ideal match for advisors keen for brand new shoppers.

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Classes: Observe and shopper administration,Wealth administration,Impartial advisors,Advertising and marketing,RIAs

Tags: Observe and shopper administration,Wealth administration,Impartial advisors,Advertising and marketing,RIAs

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