MyRemoteFA®, a leading provider of remote financial advisory services,  announced the expansion of their services and team and the launch of a new Private Client division.

In the ever-changing landscape of the OSJ (Office of Supervisory Jurisdiction) model, there are three distinct categories: dead, dying, and thriving. While some argue that the OSJ model is declining, it's important to delve deeper into the discussion. This blog will focus on the thriving OSJs and explore the factors contributing to their success.

You are a financial advisor, and you have decided that it is time to move your business to another firm/broker-dealer.  Transition planning can seem overwhelming at first, and the thought of repressing all your client's accounts might just be enough to put off a move.  However, transition planning doesn’t have to be painful or negative, but rather another opportunity to engage with your clients, tell your story, and grow your business.  Let’s start with the process. Depending on the type of transition you are planning, typically 60-90 days allow you the proper time to plan and implement.