SMA to RIA or IAR
Jan 7, 2010 9:29 pm
Anyone on here have experience working for a SMA firm who has transitioned a book of business to an RIA or as IAR for a broker dealer? Wondering how I find out if my firm is part of the broker protocol. Thoughts/advice?..
Source URL:https://www.wealthmanagement.com/forums/rias-independents/sma-ria-or-iar