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A unique BD model can offer transparency and client best interests.
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Is it possible to be an RIA and a Mortgage broker or is that prohibited?

I’m looking to add an insurance rep to my team. My practice is located in the Dallas-Fort Worth metroplex. Based on productivity, this position would likely grow into a salaried financial advisor rol… more

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Anybody have series 24 study materials???

Is Commonwealth good as advertised??
It just seems to good to be true. ( all the top ratings in JD Power etc)
Edward Jones also has excellent J.D. Power scores but we definitely have issues.........

How's everyone doing? Im a Private Banker, doing my homework to become an advisor. But I might not take the bank road. I spoke to EJ and PRU. Will you give me an advise on where should I start???

I’m looking to hire a junior advisor in the Plano,Tx area, whom is licensed and preferably has a small book.
Compensation DOE....PM if interested.

Looking for adding a junior advisor with 20-50mm AUM to become eventual partner if the right person and merge into a larger $130mm firm in Atlanta, GA or in Southeast.
Call 678994-6448 ask for James

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I affiliated with Raymond James roughly a year ago and I love it. I came from Ameriprise and it is night and day! I enjoy branding my company and have the support of a great firm.

likehelpful

I'm leaving a bank to go to a hybrid I know that outside of that not sure who to call any input?

likesmart

I'm leaving an insurance bd. Confused as to whether I create IRA and partner w BD as hybrid, or join indie bd for hybrid . Payouts net of fees/grid similar from what I've seen. Help!!

likehelpful

DOL, fee compression, and the top down push by advisory firms to have their advisors stop managing money and focus more on attracting and retaining clients pushed/pulled my career into Fintech

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Share your story, and why you’ve chosen to work with your firm or custodian here. So many BD’s force their clients onto expensive platforms. Raise awareness and help reduce client fees.

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