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Compass Consulting
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Compass Consulting
Helping Banks and Credit Unions realize their Financial Advice platforms' full potential and gain competitive advantage.
Financial Advisor Sunset Plans:
Having a succession plan in place for financial advisors in your program is imperative. Finra has recently issued a notice to ensure compliance.?
Edward Jones has a new securities-lending program to increase client wallet-share and compete with loans and other bank products.
Raymond James launches, "Veteran Financial Advisors Network," a professional group that supports service veterans in developing their careers at the firm.??
Other Recent News:
How much do hybrid advisors charge clients? And how does that compare to other brokers?
JPMorgan launching a hybrid robo platform
Schwab striving to boost lending services