… 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...
… Also available as podcast (Episode #96) Apple | Android | Spotify | Amazon | Audible What Is The Quickest You Could Transition To The RIA Model? You ideally don’t want to find yourself having to ask this question, as a transition to the RIA model...
… Also available as podcast (Episode #95) Apple | Android | Spotify | Amazon | Audible Why Is It Harder To Pick An RIA To Join Than A Broker-Dealer To Join? Broker-dealers have much less variability in their value propositions than RIAs do. There is...