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Destination RIA: What to Expect and How to Prepare for Independence

BNY Mellon | Pershing

Download this guide from BNY Mellon's Pershing in order to:

- Find out why many advisors are moving to the RIA model, and how they are making a seamless transition

- Get to know the benefits of independence, such as business ownership and the economic upsides

- Learn how to make your move, including a deep dive into the process and how to put a plan together that factors in risk management, client communications and transition support

- Hear from three firms who have successfully switched to the RIA business model—and why they should have done it sooner

Tags : breakaway advisor, independent ria, financial advisor, financial advisor
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Published:  Aug 22, 2018
Length:  31
Type:  White Paper