… Also available as podcast (Episode #64) Apple | Android | Spotify | Amazon | Stitcher What Do I Think Of “IAR-Only” Channels At Broker-Dealers? An increasing number of broker-dealers are rolling out “IAR-only” channels as an...
… Also available as podcast (Episode #63) Apple | Android | Spotify | Amazon | Stitcher What Are The Largest Expenses Of Running An RIA? At it’s most basic form, transitioning your practice to the RIA model is an exercise in identify what your...
… Also available as podcast (Episode #62) Apple | Android | Spotify | Amazon | Stitcher Should I Join An Independent Broker-Dealer First Or Should I Go Straight To The RIA Model? I have a lot of conversations with advisors that are in the wirehouse W2...
… Also available as podcast (Episode #61) Apple | Android | Spotify | Amazon | Stitcher What Should I Do With My Legacy Commission Business? A common misconception of the RIA model is that you have to be 100% fee-only to transition to it. While your...
… Also available as podcast (Episode #60) Apple | Android | Spotify | Amazon | Stitcher How Does A Wirehouse Compare To An RIA? There are many differences between wirehouse firms and the RIA model. While traditionally defined as Morgan Stanley, UBS,...
… Also available as podcast (Episode #59) Apple | Android | Spotify | Amazon | Stitcher What Is An RIA Technology Stack? An RIA technology stack (“tech stack”) is comprised of various tech tools needed to run a modern day RIA. This includes...
