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annuities

    RIA Insurance: Offering Insurance Products as a Registered Investment Adviser
    Business Development

    RIA Insurance: Offering Insurance Products as a Registered Investment Adviser

    written by FIG Marketing

    RIA insurance offerings have grown in recent years as more and more financial professionals move toward the RIA business model.

    It’s only natural, too. The progression towards firm independence, customization, and the ability to focus on client-centric solutions attracts many financial professionals.

    As the RIA space continues to grow and consolidate, there’s been a shift toward RIAs offering insurance as the industry evolves.

    Continue Reading
    RIA Insurance: Offering Insurance Products as a Registered Investment Adviser was last modified: April 24th, 2023 by FIG Marketing
    October 26, 2022
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  • Business DevelopmentProduct R + D

    Quinci Powered by SIMON: Wealth Management Platform Overview

    by FIG Marketing October 19, 2022

    Get to know the Quinci™ powered by SIMON wealth management platform. Quinci is the wealth management industry’s first fully end-to-end digital sales platform that provides everything today’s financial professional needs to run…

    6 LinkedIn Facebook Twitter
  • Business DevelopmentProduct R + D

    5 Reasons You Should Use Quinci Powered by SIMON [Wealth Management Platform]

    by Mark Stewart October 12, 2022

    Many digital wealth management platforms exist for financial professionals in today’s fintech landscape. The problem is, most options only aim to solve a single problem, or perhaps a few problems. Some focus…

    1 LinkedIn Facebook Twitter
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