Guides, explainers, and perspective on partnership, succession, compliance, and the changing brokerage landscape.
New guides and explainers are being added here — a preview of the first set.
What to plan for before you step back — registrations, clients, staff, and continuity.
A side-by-side look at the three paths and who each one fits.
How consolidation changes the math for introducing brokers.
The recordkeeping and supervision obligations that catch solo firms off guard.
How books are valued, and what drives the number when you sell or transition.
Communication and continuity tactics that retain relationships through change.
Start a private conversation about your firm's options — straight to Steve Georgy, President.
Start a Confidential Conversation
The introducing broker's partner for what comes next — backed by infrastructure since 1984.
800-262-7538
contact@allendale-inc.com
227 W. Judd St.
Woodstock, IL 60098
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This material has been prepared by a sales or trading employee or agent of Allendale Inc. and is, or is in the nature of, a solicitation. This material is not a research report prepared by Allendale's Research Department. By accepting this communication, you agree that you are an experienced user of the futures markets, capable of making independent trading decisions, and agree that you are not, and will not, rely solely on this communication in making trading decisions. The risk of loss in trading futures and/or options is substantial and each investor and/or trader must consider whether this is a suitable investment. Past performance, whether actual or indicated by simulated historical tests of strategies, is not indicative of future results. Trading advice is based on information taken from trades and statistical services and other sources that Allendale Inc. believes are reliable. We do not guarantee that such information is accurate or complete and it should not be relied upon as such. Trading advice reflects our good faith judgment at a specific time and is subject to change without notice. There is no guarantee that the advice we give will result in profitable trades.