Our Influence
Evolution provides a comprehensive array of Large Enterprise/OSJ services to independent financial professionals across New York state as well as other parts of the country.
The Evolution team has members of its executive group sit on a number of influential councils that guide the business practices, policies, and services of Osaic Wealth, Inc.
Our participation in these forward-thinking councils enables Evolution to:
- Keep you and your team up-to-date on industry insights, technology, and evolving compliance requirements
- Make sure our team members are fully trained and ready to implement the industry’s latest trends and regulations
- Elevate the interests of our firm and financial professionals who rely on our expertise and back office services
- Be in front of changes that will impact you, your team, and your clients
Complimentary eBook:
Going Independent Doesn’t Mean Financial Professionals Have to Go It Alone: Top 10 Questions You Should Ask Large Enterprises/OSJs
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