When Ron Carson recently announced he was dropping his personal FINRA registration to operate as an Investment Advisor Representative of the RIA, it made waves in the industry. Advisors are excited by the prospect of added simplification and fewer requirements. But how does the Carson Brokerage Solution work?
Ryan Oleson, Director of Brokerage Operations at Carson, explores the advantages of the Carson Brokerage Solution.
In this webinar, you’ll learn:
- What the Brokerage Solution is and what it could mean for your practice
- Why it matters to the future of our industry
- How it works
- And much more
