Financial Services - , Pennsylvania, United States
PRI delivers banks, broker-dealers and RIAs a configurable platform, coupled with unlimited consultation, to implement and maintain profitable strategies for serving retirement investors. Our core services include:* Reviewing business model for conflicts* Configuring agreements, disclosures and compliance policies* Customizing your platform with training and client-facing resources* Keeping you informed on new laws, regulations and best practices* Promoting compliance for IRA rollovers
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