For firms who want to use our Disclosure Training system
For firms who want to use our Disclosure Training system and receive one-time support
For firms who want to use our Disclosure Training system and receive ongoing support
According to a Financial Planning Magazine article “How the Largest Wealth Management Firms Do Revenue Sharing,”…… Mutual fund managers, whose products the firms' financial advisors recommend, pay wealth management companies a portion of their profits or revenue that the firms often refer to as "marketing" or "partner" fees…… As shown by the companies' disclosures, the money can add up to hundreds of millions of dollars or more in added revenue each year for the largest wealth management firms.
An excerpt from an SEC staff bulletin on Standards of Conduct for Broker-Dealers and Investment Advisers Conflicts of Interest; "When there is a conflict created by firms or their financial professionals receiving compensation from third parties, whether or not sales-related (including, but not limited to, revenue sharing, sub-accounting, administrative services fees paid by a fund or its advisor), in the staff's view, broker-dealers, investment advisors or their financial professionals should disclose the existence and effects of such incentives provided to the firm or shared between the firm and others."
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Minimum Team Size: 10 seats (1 admin, 9 users),
branding/logo and custom features
$6500/annual & up
Subscribe
One-time or Monthly
Including 10 training app and project manager
assistance
(4 meetings/month)
Starting at $6500/month
SubscribeWe’re always looking for the following types to join our network for rev-share opportunities: FINServ/Tech Consultants, Tech Strategists, Web Project Managers, Algorithm (AI) developers, and data scientists. Contact us to learn more about building your book of business with us
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