FirstPoint Partners is a boutique consulting and recruiting firm that serves financial advisors transitioning to and/or within an independent, hybrid or RIA business model. We use a consultative approach when helping advisors select from the myriad of options available to them.Read More »
Equity provides complete custody* and back-office solutions to advisors of all asset sizes. With flexible investment options, advisors can hold all of their client assets (such as mutual funds, equities, ETFs, precious metals, REITs, hedge funds, limited partnerships, real estate and additional alternative investments) through one custodial platform. Equity offers ...Read More »
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