 The first step an advisor should take is to educate themselves on the language barrier between the wirehouse world and the independent RIA channel."Anna Maria Garcia, PFI Advisors |
Onboarding a Wirehouse Advisor Into Your RIA
Anna Maria Garcia | WealthManagement.com, March 2017
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Summary: For an RIA, onboarding a wirehouse advisor or advisory team and incorporating them into your firm is an intriguing concept, but seems daunting to most. The biggest question RIAs always have is, “Where do I begin?”
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