Dropping A B/D License Without Dropping Current B/D Platform
CFO News Room
NOVEMBER 15, 2022
And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. And then in July 1 of this year, we launched our own registered investment advisor. So that was a very easy transition for our clients.
Let's personalize your content