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...
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: Modelist Vendor category: Asset Management Episode host: Brad Wales Episode guest: Joe Mallen Vendor...
by | | FAQ
… Also available as podcast (Episode #153) Apple | Android | Spotify | Amazon | Audible What are red flags to look out for in the RIA model? TL;DR – All affiliation models have pros and cons. Unfortunately, all models have red flags to look out...
by | | FAQ
… Also available as podcast (Episode #152) Apple | Android | Spotify | Amazon | Audible Should I join a hybrid RIA? TL;DR – There are multiple pathways into the RIA model worth considering for your practice. One pathway is joining an existing RIA,...
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: Advisor Logistics Vendor category: Trading Episode host: Brad Wales Episode guest: Brett Wheeler Vendor...
