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Fusion’s goal is to bridge the gap dividing the industry and truly integrate all RIA and brokerage business. Our team can help you decide if having an RIA is right for you by working through the economics and operational implications. We are agnostic to the source of revenue and support all types of revenue equally.
Our broker-dealer, NFPSI, has created a unique service and technology package, allowing advisors who have their own RIA to improve their efficiency and profitability by combining:
- Group contracts with custodian (Schwab).
- A single point of service for both brokerage and custodian business
- A technology package solving the performance reporting and consolidation puzzle
- Trading and rebalancing tool
- Compliance consulting and support
The platform is best suited for mature advisory businesses that see a strategic role for their broker-dealer and aim to outsource non-core functions in order to streamline and focus their resources.
Industry research indicates that hybrid firms have as much as 30% higher overhead due to the operational cost of doing business in two fundamentally different ways*.
Our IndeSuite platform allows advisors to combine brokerage and RIA business in a truly integrated package with a single point of service for all brokerage and custody needs and eliminate this inefficiency.
* Opportunity Knocks: Dually Registered Advisors” published by Pershing LLC and produced by Moss Adams LLP
555 Taxter Road, Elmsford, NY 10523 | 914.909.1500
Securities and Investment Advisory Services offered through NFP Securities, Inc. Member FINRA/SIPC. NFP Securities, Inc. is not affiliated with Fusion Financial Group or Fusion Advisor Network. NFP Securities, Inc. does not offer tax or legal advice.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.
Securities and Investment Advisory Services offered through NFP Securities, Inc. Member FINRA/SIPC. NFP Securities, Inc. is not affiliated with Fusion Financial Group or Fusion Advisor Network. NFP Securities, Inc. does not offer tax or legal advice.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.