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...
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/
Holy crap this was incredibly helpful. You have saved me a ton of time trying to research all these custodians, thank you.
As usual... GREAT insight!
From my current experience defiantly not LPL. Maybe it would be different if I was producing a million a year
Great video
Great Video.......Can you recommend some resource I can use to better understand the RIA business?
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/