February 24th, 2019
Read from sourceAmazon Prime for Independent Financial Advisors' Offers Discounted Access to Third-Party Wealth Management, Technology and Business Enterprise Solutions, Free of Traditional RIA or Broker-Dealer Affiliation Agreements
Rolls Out Guaranteed Issue Group Health Insurance for Independent Financial Advisors, Staff and Dependent Family Members, with Average Cost Savings of 25% to 30%
Forms Advisory Board Comprised of Nine Industry Leaders, While Kicking Off Five-City Roadshow with Anticipated Attendance Encompassing Hundreds