… Also available as podcast (Episode #102) Apple | Android | Spotify | Amazon | Audible What Is The Difference Between A Super-OSJ And An RIA? When considering joining an existing advisory platform, there are multiple models to choose from. Amongst them...
… Also available as podcast (Episode #101) Apple | Android | Spotify | Amazon | Audible What Is The Difference Between A Hybrid RIA And A Hybrid Broker-Dealer? There is no official definition of the word “hybrid” in our industry, and thus it...
… Also available as podcast (Episode #100) Apple | Android | Spotify | Amazon | Audible Seven Questions About The RIA Model Michael Kitces Has Never Been Asked. I asked Michael Kitces to come on the podcast and be challenged with 7 questions about the...
… Also available as podcast (Episode #99) Apple | Android | Spotify | Amazon | Audible What Do Advisors Fear About Compliance With The RIA Model? There are several common misconceptions financial advisors have about managing the compliance responsibility...
… Also available as podcast (Episode #98) Apple | Android | Spotify | Amazon | Audible Is The RIA Model Right For Your Practice? Most financial advisors will benefit from transitioning their practice to the RIA model. Better economics and more...
… Also available as podcast (Episode #97) Apple | Android | Spotify | Amazon | Audible What Type Of RIAs Should You Not Join? Deciding whether to start your own RIA, or join an existing RIA is an important decision. If you go with the latter, an equally...
