Myriad Advisor Solutions is gearing up to showcase its innovative 4C compliance platform at the upcoming Trade PMR Synergy Conference. This article outlines their approaches to business continuity and the critical importance of succession planning. Plus, they’re hosting their seventh annual charity golf tournament, further emphasising their commitment to community and charitable giving.
Key Points
- Myriad will highlight its 4C compliance platform at the Trade PMR Synergy Conference in Tampa.
- The 4C platform helps Registered Investment Advisors streamline compliance and operational tasks.
- Myriad is actively involved in business continuity and succession planning through partnerships and speaking engagements.
- Myriad’s charity golf tournament supports local organisations like the Ronald McDonald House and Iowa Narcotics Officers Association.
- Leigh White’s personal experiences around succession planning highlight the need for proactive business strategies.
Why should I read this?
If you’re dabbling in financial advisory or are just curious about succession planning, this article is a must-read! Myriad’s insights could save you a lot of hassle in the long run. Plus, you’ll find out how they’re combining business with benevolence at their charity golf tournament. It’s a win-win for learning and supporting a good cause!
