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Jan 15, 2015 6:45 pm


Jan 15, 2015 6:47 pm

Ugh. Proof read needed.Should say “Which firm?”

Jan 23, 2015 8:45 pm

First, you need to look at your business model and determine the best career path. What it is you are trying to achieve,? Then figure out if you would best be served by going 100% RIA, joining an independent B/D, or joining a regional firm. I would start by getting the book Going Independent from Cantella. Just go to their web site and request it.

Jan 23, 2015 10:28 pm

great post

Feb 8, 2015 1:58 pm

Liked Independent said, it really depends on what you are looking to achieve, you have the experience and established client base, however, there is a lot more that goes into the decision. Our website has some good information on going independent and the process and you can request our booklet on Going Independent as well.
Best of Luck,