At this point you must decide which and how many segments to target. To begin, consider various possible “coverage patterns.” These patterns are simply the ways a firm might choose and ultimately ...
Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in a ...
Greenlight works as a Claude Code skill for AI-assisted compliance fixing. Claude runs the scan, reads the output, fixes every issue in your code, and re-runs until GREENLIT. Add the SKILL.md to your ...
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