Added on October 2015 in Join an RIA
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Summary: So which states offer the best salaries for advisors? And by "best salaries" we mean most bang for the buck. Using a formula devised last year, we adjusted data to account for purchasing power differences in each of the 50 states.
Added on October 2015 in Join an RIA
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Summary:According to the latest research by Cerulli Associates, about 35 percent of advisors say they’d join an existing RIA as a principle or partial owner and 18 percent said they would consider joining an existing RIA as an employee.
Added on October 2015 in Join an RIA
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Summary:Going it alone isn't nearly as attractive for financial advisers as it used to be. Today, financial advisers are more likely to join an established RIA than to create their own independent advisory firm, a new report by Cerulli Associates found.
Added on October 2015 in Join an RIA
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Summary:For a financial advisor breaking away from the shelter of a wirehouse, such change is seismic. Happily, this transition has never been easier thanks to an abundance of supportive firms specializing in the indie space. At the same time, never have there been as many choices for going independent, each with inherent strengths and limitations.
Added on September 2015 in Join an RIA
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Summary: A survey by the CFP Board a few months ago found that less than 4% of planners are younger than 30 and more than 20% are older than 60. It’s obvious there will need to be a bigger influx of young advisors for our profession to thrive.
