For Advisors

Spirit of independence. Position of strength.

We believe every advisor should have the freedom to grow their practice in the way that suits them best. Our many different affiliation options give you the flexibility to choose the level of support that’s right for you and your clients. We’re structured to put the control where it belongs – in your hands. All backed by the sophisticated resources of a global financial services firm.

Technology Support

We continually invest in enhancing our powerful technology suite, making it easier for you to serve your clients with an integrated, customizable, mobile-friendly platform.

Marketing Support

Our full-service, in-house marketing agency can help you create your own brand through award-winning web development, design, copy, social media, PR and more.

Unique Culture

We value the advisor-client relationship and view advisors as clients of the firm. Our partnership is open and transparent, with a focus on the retail business.

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