The new model, which sits inside the independent contractors division, is geared towards advisors who want to drop the Series 7 yet don't want to run their own registered investment advisor.
In this webinar on Thurs. May 19, you'll learn how to alleviate clients' worry about market turbulence and the risks associated with retirement income distribution.
On his 25th anniversary with Merrill Lynch, Craig Robson resigned to launch RIA Regent Peak Wealth in Atlanta.He shares the drivers that led to his decision to leave and launch an independent business, instead of opting for a transition to another firm.
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