Pinnacle Advisor Solutions to Limit Number of Agreements and Institutes One-Time Fee to Accommodate Rising Demand for PRISM & PRISMPlus

Pinnacle Advisor Solutions will limit the number of agreements and institute a one-time administrative fee to accommodate a dramatic increase in demand for its PRISM (Continuity Planning) and PRISMPlus (Succession Planning) solutions in response to new regulatory rules that will require independent RIAs to have a formal continuity and succession plan. Pinnacle Advisor Solutions and…