From wealthmanagement.com: Finding the right fit is vital to not only survival in this industry, but also success. With the majority of independent broker-dealers existing on the smaller end of the spectrum, it is important to consider all aspects of a firm before committing yourself and your clients to any firm. Here, SFA President and CEO, Clive Slovin, discusses the top questions to ask when considering a new Independent Broker-Dealer Partner. Read more
The Strategic Financial Alliance
SFA
Empowering the Independent
