SumRidge Partners, the Jersey City, N.J.-based fixed-income securities trading firm, has launched a new liaison desk for independent financial advisors so that wealth advisors can have access to research, tactical investment ideas and trading execution on bond securities regardless of the firm’s size.
Michael DiAgostino will lead the new effort, which SumRidge estimates could serve about 100 RIA and independent broker-dealers.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access