 The aRIA group members have a passion for helping advisors – just look at their track records and how they are doing it individually."John Furey, principal at Advisor Growth Strategies |
aRIA (The Alliance for RIAs) Releases Second Whitepaper for Advisors; Challenges Independent Advisors on Business Management
The Alliance for RIAs (aRIA) | aRIA, October 2013
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Summary: Too few advisors have a coherent business plan and many choose to ignore key structural issues. Independents are guilty of some of the same questionable practices of which they accuse wirehouse reps. Advisors who believe they are well-positioned to sell their businesses at the end of their careers for a decent price are, for the most part, mistaken. The objective is to help avoid “catastrophic outcome” for advisors ignoring warning signs
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