Reduced compliance burden with SilverSky’s Message Archive
By Radicati Team • Feb 11th, 2011 • Category: White PapersA broker-dealer, headquartered in Dallas, Texas, is the preferred broker for 130 financial advisors employed by 50 small, independent advisory firms across the United States. These firms sell financial products, such as mutual funds, stocks and life insurance, to high net worth individuals. The brokerdealer selects the products the advisors offer, provides expertise, training and [...]