… Also available as podcast (Episode #53) Apple | Android | Spotify | Amazon | Stitcher How to choose a custodian for your RIA? Selecting a custodian, or in some cases more than one custodian, is one of the most important decisions you will need to make...
… Also available as podcast (Episode #52) Apple | Android | Spotify | Amazon | Stitcher How to structure the legal ownership of an RIA? If you decide to start your own RIA, versus potentially joining an existing firm, one of the steps is setting up the...
… Also available as podcast (Episode #51) Apple | Android | Spotify | Amazon | Stitcher Should I join an existing RIA? There are pros and cons to starting your own Registered Investment Advisor (RIA). As a result, there are circumstances in which...
… Also available as podcast (Episode #50) Apple | Android | Spotify | Amazon How to offer insurance solutions as an RIA? There are a number of common misconceptions about the RIA model. One is that you cannot offer insurance solutions in a fee based...
… Also available as podcast (Episode #49) Apple | Android | Spotify | Amazon How long does it take to transition to the RIA model? If you are an experienced financial advisor with a current clientele, the amount of time it takes from first exploring the...
