From TD Ameritrade Institutional
Added on August 2017 in Join an RIA
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Summary: For many, summer in the city is something to try to escape. Sure, it’s hot and humid, but it’s also my favorite time of year. For me, it has come to symbolize an infusion of new energy into the RIA world as we welcome and celebrate our NextGen RIA Scholarship and Grant winners.
From LinkedIn Pulse
Added on August 2017 in Join an RIA
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Summary:
Is it time for you to go independent? Wirehouses tend to have significant overhead, and as such, a large portion of your paycheck inevitably goes to the firm to cover management and expenses. Though striking out on your own may seem a little daunting in the short-term, in the long run there are many rewards that make it worthwhile
From LinkedIn Pulse
Added on August 2017 in Join an RIA
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Summary: People often ask me why I became a financial advisor and fiduciary. My answer usually surprises them.
From FA Magazine
Added on August 2017 in Join an RIA
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Summary: Many advisors have been evaluating their broker-dealer relationships in light of the new requirements the DOL will impose. Big firms like LPL Financial and Raymond James are changing their payout formulas in response to the rule and others are likely to follow
From WealthManagement.com
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Summary: TD’s NextGen initiatives provide opportunities for scholarships and grants, a career exchange and an internship network. The demand for independent financial advice is growing, but the industry must confront an impending talent shortage