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Insurance Brokerage & Consulting Firm

FinTech / January 23, 2024

Content AML Requirements for Registered Investment Advisors RIA vs. Broker-Dealer: Core Differences What are the benefits of risk consulting? Every relationship we build is personal, every policy is as significant as the individual, family or business it supports. We can help you better understand and navigate risk, as well as improve outcomes and maximize controls. […]




A-book Vs B-book Vs Hybrid Brokerage Models Comparison

FinTech / January 18, 2024

The irony of that is in case you are trading with a B-book broker then it’s a zero-sum recreation, since they’re actually trading towards you it doesn’t matter what timeframe or market you’re buying and selling on. And so excessive leverage, while useful under sure circumstances for skilled traders, is often a lure as an […]




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