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
Former Berkshire head is looking for advisors for Mandeville firms