Insights
Changing firms can be complicated. Here's what we've learned from hundreds of advisors who have changed Broker Dealers and RIAs. These resources and thought-provoking articles are intended to help you consider your future path toward changing broker dealers, joining a team, finding a successor, or launching a new RIA.
These are common misconceptions in the financial industry that have held back advisors from leaving their broker-dealer behind and launching an RIA.
An offer to join a new firm can come in forms you might not be expecting. Learn how to use these offers to your benefit and avoid disappointing surprises.
Get a better idea of what it will take to ensure you have everything in line to launch your own RIA.
