The OSJ is the unsung hero of the wealth management industry in many ways. Without OSJs, the independent broker-dealer industry would have struggled to scale and thousands of independent financial advisors would have had a hard times growing their business.
In this week's episode of the Modern Financial Advisor Podcast, Jason Gallagher of ViewPointe Strategies Group joined Terry Mullen and me to explore the future of the OSJ model.
Also, as mentioned in the podcast episode and the video above, make sure you check out the newly launched RIABase.com when every SEC Registered Investment Advisor is benchmarked based on public data points.
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Resources Related to this Episode:
We spend a lot of time thinking about the future at Truelytics. Below are a few other future-forward resources to explore:
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