Marc outlines: 1️⃣ SMA Product – Taking Discretion Over the Assets 2️⃣ Clients Close to the Assets 3️⃣ Risk Parameters and Processes Pre-Built to Assist RIA Clients 4️⃣ Advisors Can Rely on Partners, You Don’t Need Another Accreditation 5️⃣ This Portfolio Adoption Will Be A Slow Burn (Not All At Once) 6️⃣ Overall RIA Misconceptions […]

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