Charton Financial Group will join the nation's largest independent broker/dealer from FMS Financial Partners, an affiliate of Kestra Financial Partners.
How much do you know about the outsourced CIO (OCIO) model? Our speakers will explain the OCIO model, discuss the findings of the most recent TD Ameritrade White Paper on Outsourcing and Efficiency, and present a case study to help you benchmark your practice against other fast-growing firms.
