Summary: Launching an RIA can seem like a daunting task for some advisers. It’s not really just a single major business decision but a barrage of choices that are each equally important in creating a successful enterprise. It can overwhelm the underprepared.
 Technology is no longer merely a sleepy "back office" function. It's now one of the primary means that clients can recognize the value that their advisers deliver. One advantage of becoming an RIA is that advisers are not wed to legacy broker-dealer systems. They have much more freedom to select the technology that makes sense for them.Mark Elzweig president, Mark Elzweig Co |
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