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Company: Mandeville Holdings Inc.

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Rep sought to bring funds she managed for clients to new business

Mandeville advisors can refer clients and prospects to the new platform, which combines the benefits of a robo-advisor but with access to private alternative strategies, for a referral fee

Unique arrangement makes this the first time MFDA-licensed reps are able to offer clients ETFs

Reps will place ETF trades directly on Broadridge’s Dataphile platform

  • By: IE Staff
  • April 28, 2014 April 28, 2014
  • 13:40

Former Berkshire head is looking for advisors for Mandeville firms