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How To Choose The Best Independent RIA Custodian (For You)

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  • čas přidán 4. 04. 2018
  • An "#OfficeHours with Michael Kitces" Periscope, talking about how to choose the best independent RIA custodian (for you). For further details, see www.kitces.com...

Komentáře • 6

  • @mastermindrational1907
    @mastermindrational1907 Před měsícem +2

    Holy crap this was incredibly helpful. You have saved me a ton of time trying to research all these custodians, thank you.

  • @darrinmiles585
    @darrinmiles585 Před 6 lety

    As usual... GREAT insight!

  • @vincentvalerio915
    @vincentvalerio915 Před 2 lety

    From my current experience defiantly not LPL. Maybe it would be different if I was producing a million a year

  • @financialplanters8517
    @financialplanters8517 Před 3 lety

    Great video

  • @donaldlyons180
    @donaldlyons180 Před 6 lety

    Great Video.......Can you recommend some resource I can use to better understand the RIA business?

    • @MichaelKitces
      @MichaelKitces  Před 6 lety

      For a little more on when you have to register as an RIA, see www.kitces.com/blog/registered-investment-adviser-requirements-series-65-exam-timing/
      For a little more about the advisory business model, see www.kitces.com/blog/the-solo-independent-ria-financial-advisor-is-not-just-surviving-but-thriving-by-serving-the-mass-affluent/