![]() Jim Lupica, co-founder and managing partner of Stratos Wealth Partners. |
Summary: The third and often-overlooked option for breakaway brokers is the tuck-in RIA. While most breakaways consider establishing their own RIAs or joining an independent broker-dealer, a growing number are looking within the already existing RIA community for a firm to join as a tuck-in.
![]() Jim Lupica, co-founder and managing partner of Stratos Wealth Partners. |
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