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Business and Product Insights
Key product features include independent financial advice, business plan development tailored for funding applications, compliance consultancy for regulations like WWFT and AVG, and administrative services such as payroll and bookkeeping. They also offer a 'Quick Scan' to assess the feasibility of funding applications.
Product Portfolio
Independent Advisors Key Value Propositions
Independent Advisors Brand Positioning
Top Competitors
Accon avm
BDO Netherlands
Grant Thornton Netherlands
Customer Sentiments
Actionable Insights
Products and Features
Key product features include independent financial advice, business plan development tailored for funding applications, compliance consultancy for regulations like WWFT and AVG, and administrative services such as payroll and bookkeeping. They also offer a 'Quick Scan' to assess the feasibility of funding applications.
Company Updates
Latest Events at Independent Advisors
Frequently Asked Questions - Final Rule: Employee or Independent ...
... Independent Contractor Rule in several important ways. Specifically ... https://www.dol.gov/agencies/whd/contact/local-offices. Scroll to Top. Topics · Worker ...
View source2023 Top 100 Independent Advisors by Barron's
Barron's published its first advisor ranking in 2004 to shine a spotlight on the nation's best wealth managers and raise standards in the industry.
View sourceStifel
Stifel is a full service brokerage and investment banking firm. The Company provides securities brokerage, investment banking, trading, investment advisory, ...
View sourceFidelity® Introduces New Resources to Support Advisors' Transition ...
Oct 17, 2023 ... 1 in 6 Advisors Switched Firms in the Past Five Years, with Independent Model as Top Destination · New Resources and Toolkits Support Advisors' ...
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