Such accomplishments have led the OSJ
to present the CEO with one of their top awards, which recognises market performance, commitment to excellence and trend setting, as well as leadership in driving strategy and an inspiring vision.
Affiliated Advisors, led by founder and President Rita Robbins, has been an OSJ
since 2004 and is the second largest OSJ
firm associated with Royal Alliance.
In addition, Sir Stephen Shaya, MD will also receive a special appointment as Ambassador of the OSJ
Knights of Malta.
site catalogs hundreds of pages of Catholic social teaching in various formats, including tips for teachers and parish social-action committees.
On the following night, the OSJ
will be joined by Tom Poster, the piano finalist in the BBC Young Musicians 2000 competition, for an evening of music by Mozart and Schubert.
Inspired by Saint Joseph the Patriarch, its principal patron, OSJ
today serves in 21 parishes and eight schools in 14 dioceses all over the country.
"While the style of an OSJ
is important in the advisor-centric business, size is equally so and is scale, since these factors highly determinate in the shaping of the OSJ
's future," Hamm explained in an interview with ThinkAdvisor.
Three main OSJ
business models emerged during the course of the study, according to AssetMark.
For those not familiar with producer groups, they are a large grouping of financial advisors (also called Super OSJs
) that joins together with either a single OSJ
(Officer of Supervisory Jurisdiction) or multiple OSJs
within the group, with all advisors in the group tied to a single broker-dealer.
"Advisors can use us as a middle office and to take care of the ministerial functions, so they can gain more as group rather than with an individual OSJ
"LPL Financial reps will either have to eat the $4,800 by going in under the company, or go to a multi-rep OSJ
that will take 5% of their payout.