Enabling the future of advice
Paragem provides a comprehensive licensing solution for professional financial advisers seeking to provide high quality financial advice focused on the client.
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A logical and pragmatic approach to compliance was just the tonic HLB Wealth needed to move forward with its new licensee.
The pressure to select the right licensee to transition to, made making the right decision the most satisfying part.
How long does transitioning to a new licensee take and what is involved? These are two of the most common questions from practices considering a move. An orderly and well-managed transition process should take approximately eight weeks, and while it is in the...