We’ve built the BIP Advisor Platform for advisors seeking:
- One of the best client value propositions in the wealth management industry, with a differentiated investment platform designed to facilitate practice growth.
- The independence and autonomy of a smaller firm coupled with the capabilities and resources of a larger firm.
- Relief from administrative burdens that inhibit practice growth, so that client focus and business development remain undisturbed priorities.
- Elimination of risk associated with developing technology, hiring investment personnel, staffing a back office, and managing regulatory compliance.
- An attractive and viable practice succession plan.