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Mar 31, 2011 6:28 pm


Really thinking about jumping to the RIA. As a group, we have 1.8 in production and 500AUM, currently at a major wirehouse. RIA makes sense to me. The question is if anyone knows any downside to joining Schwab. Such as the bond desk is lousy or the platform isn't that good. I ruled out Raymond James already.


Mar 31, 2011 6:45 pm

I think you should call some guys at your business level already with Schwab.  Not many guys around here sniff 1/4 of your production. Good luck.  If you are willing to share how you built your business - I'd love to hear it!