Choosing the Right Technology is Crucial for Advisors Going Independent

6 Nov    Investing News

Remember when Frasier stopped hanging out at Cheers and started a radio show in Seattle? The Jeffersons moved on up away from their old neighbor Archie Bunker. And con man Jimmy McGill evolved into Saul Goodman before he met Walter White. Like creating a spinoff of a popular TV show, breaking away from a broker-dealer can be a risky…

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