Verne Marble, director of business development at Private Advisor Group, shares some fantastic insight about navigating the decision process of going independent in this very fun episode.
Verne discussed the importance of understanding what business structures are available to financial advisors and deciding what one best aligns with their practice. Verne also shared some considerations financial advisors should make during the process and the questions they should ask when conducting their due diligence on which corporate RIA, independent broker/dealer, or established RIA they should align with.
DETROIT – October 4, 2024 – This week, Michigan Central, Michigan’s Office of Future Mobility Electrification, CEDAM and Wayne State...
The end of the year is closing in on us. Soon, we will be celebrating the holidays with our friends...
Source: The College Investor Google AI overviews are misleading or inaccurate in 43% of finance-related searches, according to our study....