What services does MarketCounsel provide?

MarketCounsel provides a wide range of services to the financial industry. As industry consultants, they offer comprehensive regulatory and compliance assistance to wealth management firms and independent advisors. MarketCounsel specializes in developing customized compliance programs, conducting risk assessments, and helping firms navigate complex regulatory requirements. They also offer legal services, including document drafting, review, and negotiation, as well as providing guidance on issues such as business structure, transitions, and mergers and acquisitions. Additionally, MarketCounsel offers technology consulting to help firms maximize their operational efficiency and streamline their systems. With their expertise and experience, MarketCounsel is dedicated to supporting financial firms in achieving their regulatory compliance goals and optimizing their business operations.