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Anjali Jariwala, founder of FIT Advisors, tells Michael Kitces how she was able to grow her niche advisory firm to more than $250,000 a year of recurring financial planning fees in just her first 3 years.
Independence means something different to each of your clients. By getting to know them and understanding their intentions, advisors will be in the best position to provide financial and life guidance that’s in line with their specific goals.
Vanguard expands commission-free ETFs to 1,800, William Galvin launches private placement investigation and scooter startup Spins is offering STOs backed by company revenue.
Abiding by expanded regulations will take more time, input, effort and oversight—said differently, maintaining the status quo will require more investment.