The independent broker/dealer is making it a lot easier—and less expensive—for advisors to run their own portfolios within its centrally managed account platform.
The JOBS Act 3.0 Bill currently moving through Congress wants to expand the pool of accredited investors, just as a host of tech providers are making it easier to invest in unregistered investments.
Advisors focus too much on the tax angle of philanthropy; there is a differentiating opportunity to help clients measure their charitable impact as well.
