 There is not a right or a wrong path; you just need to gather the information so you travel the right path for you.”Mary Ann Buchanan, CEO, RIA Match. |
5 Paths in the Advisor World
Mary Ann Buchanan | ByAllAccounts, November 2014
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Summary: Should you change channels in the advisory world? Are you thinking about becoming an advisor? It’s important to be able to compare and contrast the choices. Most investors and many advisors can’t distinguish between the advisory channels. Each channel is a silo with its own firms, terms and choices. Sometimes you can combine two paths like belonging to an independent broker dealer and also an independent RIA. It can be complicated.
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