For those of you out there that are your own independent RIAs, what performance/billing reporting software do you use? I researched multiple providers when I first set up my single man shop......
Anyone using remote marketing consultants for social media seminar promotions or creating online content?
Looking to refer a friend in the Las Vegas area to an independent advisor for term insurance and basic retirement planning.
RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.
Why did you go the RIA route instead of a BD/HYBRID route? Did you start as an RIA or somewhere else?
Working for a small RIA on 1099. I receive about 80% payout AUM and the firm covers port mgmt, marketing, and a client service rep. However no other benefits such as office, health, 401k, bonus. Stay?