Author: Ben Henry-Moreland
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Broadly speaking, there are 2 models of working as a financial advisor: operating independently as a firm owner or with a large affiliate platform such as a wirehouse broker-dealer, independent broker-dealer, or larger corporate RIA. Deciding which model to work under is a key moment in beginning or evolving a career as an advisor. In theRead More…
The post Assessing Payouts And Platform Fees For Profitability When Choosing An Independent Advisor Platform To Affiliate With first appeared on Kitces.com.