Compliance and OSJ oversight, consulting, and registration support; Legal advisory services related to estate planning, business succession, and risk management; Security risk assessments for businesses; Licensing of proprietary technology tools for financial planning and business management; Legal consulting services related to business operations and risk management

Providing access to third-party commercial software tools for business operations and customer relationship management (CRM); Technology consulting and support for affiliates using proprietary and commercial tools; Software as a service (SaaS) for financial planning and data management; Online non-downloadable software for data visualization and analytics for financial services

Business coaching and performance improvement consulting; Business development training and leadership coaching; Educational workshops and online training programs for compliance, marketing, and financial services; Continuing education and certification programs for financial professionals; Tax and legal education seminars; Marketing and sales support publications; Educational materials, training manuals, and business consulting guides

Financial planning services including access to proprietary electronic-based financial planning tools; Investment management services including access to research, portfolio models, and investment recommendations; Tax strategy advisory and planning services for businesses and individuals; Property and casualty insurance advisory and brokerage services; Group benefits consulting including health, life, disability, and retirement plans; Estate planning and business succession advisory services

Business management and consulting services for financial professionals; Recruiting services for financial advisors, administrative staff, and other business roles; Human resource management and payroll administration services; Marketing services including branding, content development, marketing communications, and sales support; Business training services in the fields of compliance, marketing, financial services, and technology; Data analytics and business intelligence services for busines...