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I started a firm in 1993. Here's how I'd build one in 2019

Added on March 2019 in Form an RIA
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Summary: A few weeks ago, I was talking to a group of advisers about how to grow their practices. One of them said, "Scott, it's different for you because you have such a large staff."

Hardest thing RIA founders do? Name their practice

Added on February 2019 in Form an RIA
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Summary: Six Barclays advisors launching their own $3 billion RIA faced their greatest challenge: What to call themselves?

Voices Pitfalls when breakaways pick out their first independent office

Added on February 2019 in Form an RIA
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Summary: As more financial advisors strike out on their own to build an independent practice, they can easily overlook a big part of the move: finding the right office space.

Answers to the Top-Five Questions Advisors Have About Independence

Added on January 2019 in Form an RIA
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Summary: [Podcast] It’s hard to deny the increasing momentum toward independence. Whether it’s studies showing year-over-year growth nearing double digits, or headlines touting another breakaway team making the leap, there are few advisors who can deny the significance and validity of the space.

Voices Are smaller RIA firms facing extinction? Maybe not

Added on January 2019 in Form an RIA
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Summary: Over the last decade, the total number of state-registered RIA firms has not declined in a single year (specifically, firms with less than $100 million in regulatory assets under management register with the relevant states). At the end of 2008, there were approximately 13,800 firms. That number soared to more than 17,500 firms by early 2018.

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