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Our Perspective

Our Perspective

The financial services industry has seen a significant amount of change over the last two decades.  What hasn’t changed is that ethical advisors are earnestly running financial planning businesses built on putting the clients’ interest first.  Unfortunately, the growth initiatives and the seemingly endless bureaucratic directives from many dealers have slowly put them at odds with this principle. 

The word “independence,” beyond being an overused expression, has many definitions.  For us at FundEX, independence means providing an environment for our Associates to run their practices autonomously, without production conditions or dealer developed products.  We think it is important that advisors have a wide menu of investment and insurance solutions to serve their clients, along with smart integrated technology that is functionally robust and easy to use. 

At FundEX, we understand our responsibility is to give your business the back-office support so you can run your financial planning practice.  Never before has this seemingly simple exercise been so elusive to realize.  The competitive pressures of today and tomorrow demand a strong relationship between advisors and their dealer that is based on core values and a shared perspective.  FundEX is committed to using every resource we have to ensure your independence and the continued success of your business.