RIA onboarding process at advisor services firms?
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Mar 28, 2012 2:19 pm
Can anyone throw some light on what the advisor onboarding process is going to be like in a firm such as say, Schwab Advisor services? Is this going to be a long and painful process to migrate ourselves as well as clients? Guess they will need to do all sort of checks such as AML, Credit etc? Any insights will be much appreciated. Thanks!