It‘s a time of opportunity and uncertainty among the country‘s top independent brokers-dealers. How are the largest firms navigating the unknowns of the DoL‘s fiduciary rule, and how are they positioning themselves for the future? Join our conversation with the leaders from the top firms in 2017‘s exclusive FP50 IBD ranking. You‘ll hear top strategies for marketing, mergers and acquisitions and more.
Sponsored by Citrix ShareFile
Senior Editor & West Coast Bureau Chief, Financial Planning
Cambridge Executive Council and SVP, Marketing / Continuity Partners Group President, Cambridge Investment Research / Continuity Partners Group