For decades, Main Street American investors have been voting with their dollars in favor of a simple but critically important and effective advisory model based upon commissions that gives them access to objective, affordable investment guidance to help them plan for a dignified retirement. Investors have obtained that advice through flexible service options that allow them to customize the level of assistance and service they receive to their own budgets and unique goals and needs.
Our legal challenge to the DOL: Making our voices heard in court
The Labor Department’s determination to move ahead with the fiduciary rule in spite of others’ grave misgivings has left us with no other choice than to bring this issue before a court of law
Blue Vault has been an important partner to Geneos in providing us and our advisors pertinent information about non-traded products and the industry as a whole. The annual BD Summit is a valuable due diligence experience for any broker dealer."