 Whichever advisory path an advisor picks there is no right or wrong choice. But make sure that the match is right not only for the current business model but the future vision.”Mary Ann Buchanan, chief executive and founder of RIA Match |
Picking a B-D or Custodian? 10 Questions to Ask First
Bruce Frasier | Financial Planning, June 2015
Read the article online >
Summary: When financial advisors decide to go independent, one of their most important choices will be choosing a broker-dealer and/or a custodian.
Be the first to comment on this Article
