Established through an agreement with the firm, this practice management solution enables AP’s financial advisors to gain direct access to their independent broker/dealer’s home office team members for a specified number of hours each week...LEARN MORE
The COVID-19 pandemic led Parkland Securities, LLC (Parkland) to create the Survival Stack, a webpage consisting of vetted information, resources, and links that Parkland reps may access...LEARN MORE
Janney developed the Registered PCA Development Program to help Registered and Senior Registered PCAs develop adapt to a changing business environment where advice beyond investments is needed for an enhanced client experience...LEARN MORE
To help further build on our culture of personalized service, Prospera identified 28 fundamental behaviors that guide our employees’ everyday actions...LEARN MORE
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