For the July WMTV update we take a look at resigning from a Non-Broker Protocol Firm and a whole lot more.
| Non-Broker Protocol breaks can be challenging if you are not prepared for what could happen before, during and after your transition. The Broker Protocol is an agreement between firms enabling advisors to leave one for another amicably. | | Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month. | | The control and flexibility of independence is certainly an attractive proposition, but for many advisors, the idea of going “independent” can feel like a bridge too far. And ultimately, they prefer to retain the support and scaffolding that a bigger firm can provide. | | Listen as Alan Organschi, principal at Gray Organschi Architecture discusses the factors and benefits driving the adoption of building with mass timber with David Bodamer, Editorial Director for Wealth Management Real Estate. |
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