As per the agreement, NFP Advisor will offer its advisors products like Forefield Advisor, Forefield Newsletters and Forefield CE.
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Forefield Advisor is a sales, education, and client communication tool that assists financial advisors in delivering current, concise and compliant resources to their clients. Forefield Advisor provides access to more than 3,000 resources made up of over 2,300 articles, 200 illustrations and tables, 200 interactive calculators, and over 400 presentations.
Forefield Newsletters is a monthly financial planning newsletter service offered to both independent financial advisors and financial institutions. This service allows financial advisors and institutions to create customized, FINRA-reviewed and fully branded newsletters for clients.
Forefield CE is an online continuing education service where advisors can earn the credits necessary to satisfy their CE requirements for many popular accreditations.
Commenting on the Forefield announcement, James Poer, president of NFP Advisor Services Group said, "We are pleased to partner with Broadridge, continuing our efforts to provide our advisors rich content that they can personalize and use to build a customized marketing library to help grow their business."
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By GlobalDataIn addition, NFP Advisor Services Group will now also provide its more than 1,400 advisors with a complimentary membership to the Financial Services Institute (FSI), which advocates on behalf of independent financial advisors and financial services firms.
