I already have a 7, 66 and 27. I'm planning on taking Series 52 soon. However, only a couple of companies offer study materials on 52. I ended up purchasing STC's study materials. Did anyone take series 52 recently?
WealthManagement.com hosted roundtable discussions with several successful advisors, as well as with consultants and industry experts who focus on helping advisors navigate the challenges of switching firms....More
Operating as an RIA offers greater flexibility in managing and growing your practice, but the downside is loss of a number of helpful tools, technologies, and services to make your business more successful and efficient....More
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