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… Also available as podcast (Episode #159) Apple | Android | Spotify | Amazon | Audible Can I Offer Lending Solutions To Clients In The RIA Model? TL;DR – If you are using lending solutions with your clients, it is understandable that you will need...
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… Also available as podcast (Episode #158) Apple | Android | Spotify | Amazon | Audible What Is An RIA? TL;DR – RIA stands for Registered Investment Advisor. This is an entity that is created so that financial advisors underneath the RIA, formally...
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… Also available as podcast (Episode #157) Apple | Android | Spotify | Amazon | Audible Can I Offer Insurance Solutions In The RIA Model? TL;DR – The RIA model generally provides far more flexibility with how you can run your practice....
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… 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...
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… 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...
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… 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...
