Deals & People June 17, 2009

Financial Telesis Signs BCI-Group to Network

Financial Telesis Inc., (FTI), a full-service broker/dealer and registered investment advisory firm, said employee benefits consulting firm BCI-Group has joined FTI’s network.
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FTI also entered into an exclusive agreement with Retirement Plan Advisory Group (RPAG) to provide new FTI advisers with RPAG’s practice management platform, according to a news release.

RPAG members access a complete practice management platform of tools, processes, and training for retirement plan advisers, according to the release. Member benefits include an exclusive MarketIngenuity Plan with national advertising, client communication, adviser portal, and a proprietary Fiduciary Briefcase for online administration (see “Retirement Plan Advisory Group Launches Fiduciary Fitness Program’).

“We see high value add to us and our clients with Financial Telesis and RPAG. Their efficient and personalized compliance administration tools and enhanced trust/fiduciary services complement our offering,’ said Nicholas Kralj, BCI-Group, which is based in Portland, Oregon.

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