… Also available as podcast (Episode #76) Apple | Android | Spotify | Amazon | Stitcher | Audible Can I Accommodate Concentrated Stock Positions As An RIA? A misconception I occasionally hear is when a financial advisor feels they need a broker/dealer...
… Also available as podcast (Episode #75) Apple | Android | Spotify | Amazon | Stitcher | Audible What Are 13 Ways That Registered Investment Advisors Have An Unfair Advantage? Imagine I challenged you to a one-on-one game of basketball. We each use...
… Also available as podcast (Episode #74) Apple | Android | Spotify | Amazon | Stitcher | Audible How Can I Reduce Or Eliminate My Real Estate Office Expense As An RIA? The two largest expenses of running an advisory practice are your real estate...
… Also available as podcast (Episode #73) Apple | Android | Spotify | Amazon | Stitcher | Audible What Is A “Corporate RIA?” Broker/dealer affiliation models have evolved to the point where we shouldn’t be referring to them as...
… Also available as podcast (Episode #72) Apple | Android | Spotify | Amazon | Stitcher | Audible How To Calculate Your True “Net” Broker/Dealer Payout? I am frequently asked how the economics of the Registered Investment Advisor...
… Also available as podcast (Episode #71) Apple | Android | Spotify | Amazon | Stitcher | Audible What Is A “Supported Independence” RIA model? A Registered Investment Advisor (“RIA”) depends on an assortment of solution...
