Financial Advisor Services
R.S.A. & Advisor Seminars, LLC provides conferences for advisors free of charge to give financial advisors a conduit to new ideas and solutions for their practices. As a result, we have acquired an in-depth knowledge and understanding of the needs and wants advisors are facing and dealing with in today’s market. For example, the Fiduciary rule is dramatically changing the landscape forever for all advisors. Commission-based business will be forever scrutinized, full financial planning is vogue, and transparency in fees is a must.
For advisors seeking a friendly/compliant business model and firm, we offer several solutions below. Please take a minute to peruse each so we may provide an in-depth understanding of each and the benefits to you which will also help you to embrace and prosper from the DOL’s new Fiduciary rule coming down the pike.
We offer a complete menu of Fee-Only platforms.
We work with several B/Ds that offer a Hybrid friendly model including many OSJ’s.
We have over 20 years working with many of the top Broker Dealers.
We work with many captive and non-captive Insurance Entities.