Your Platform Looks Unified. Underneath, It’s Fragmented by Design
Modern portfolio construction is already here. Most IBDs aren’t built to see it. The independent broker-dealer model has never been more capable on paper. Reps have more investment flexibility than ever — Rep-as-PM programs, UMA wrappers, access to third-party managers and home office models in the same account. The product shelf is deep. The customization […]
