TradePMR, which provides technology and custodial services to registered investment advisors, said it’s partnering with FP Transitions, a succession planning firm, to provide consulting services to advisors on the TradePMR Fusion platform.
The consulting service aims to help RIAs and breakaways with their organizational structure, compensation and entity design.
According to a statement, FP Transitions works with thousands of firms each year on succession planning.
“Optimal succession planning can take up to 15 years to design and implement,” Scott Leak, director of business development at FP Transitions, said in the statement. “We believe our data proves that firm value declines significantly when succession planning is delayed.”
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
The high court's decision rebuffing Alpine Securities marks a setback for a broader challenge to Wall Street's reliance on self-regulatory organizations.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
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