by | | FAQ
… Also available as podcast (Episode #156) Apple | Android | Spotify | Amazon | Audible Do Custodians Have Minimum AUM Requirements? TL;DR – Choosing a custodian to hold your clients’ assets is one of the most significant decisions when...
by | | Vendors
… This is the Transition To RIA Vendor Profile Series where we take a look at the solution providers powering the RIA model. On this episode: Vendor name: Dominion Enterprise Services Vendor category: Accounting Episode host: Brad Wales Episode guest: Catherine...
by | | FAQ
… Also available as podcast (Episode #155) Apple | Android | Spotify | Amazon | Audible What is a W2 RIA model? TL;DR – Many people think of the RIA model as an “independent” model. This is accurate, as many pathways into the model are...
by | | Vendors
… This is the Transition To RIA Vendor Profile Series where we take a look at the solution providers powering the RIA model. On this episode: Vendor name: Black Diamond Vendor category: Portfolio Management (tech) Episode host: Brad Wales Episode guest: Alex...
by | | FAQ
… Also available as podcast (Episode #154) Apple | Android | Spotify | Amazon | Audible What is an RIA aggregator? TL;DR – There is no regulatory or industry standard definition of what an RIA “aggregator” is. Instead, the term has been...
