SSN President & CEO, Wade Wilkinson, Published in InvestmentNews

SSN Marketing From the President, News

We are proud to have an article written by Wade Wilkinson, President & CEO of Securities Service Network, published in InvestmentNews. The article “Super OSJ or small firm? What small and midsize practices should consider” addresses the questions many advisors face when making the decision to join an OSJ practice or a small firm. Read the full article here. About …

SSN President & CEO, Wade Wilkinson, Published in InvestmentNews

SSN Marketing From the President, News

We are incredibly excited to have an article written by Wade Wilkinson, President & CEO of Securities Service Network, published in InvestmentNews.  The article “What independent financial advisers need from broker-dealers when it comes to the DOL fiduciary rule” explores the top forms of support that independent advisers should be getting from their broker-dealers. Read the full article here. About Securities …

DOL Digest October 19, 2016

SSN Marketing DOL

Mutual fund share classes and their respective costs have come under greater regulatory scrutiny in recent years. The proliferation of funds and share classes has created a universe of more than 24,000 different investments, according to an April 2016 article in Investment News. While many fund companies offer fairly standard A, B, C and I shares, others have created up …