Added on February 2019 in Form an RIA
0 visitor like this article | Viewed 1 time | 0 comment
Summary: Six Barclays advisors launching their own $3 billion RIA faced their greatest challenge: What to call themselves?
Added on February 2019 in Form an RIA
0 visitor like this article | Viewed 2928 times | 0 comment
Summary: As more financial advisors strike out on their own to build an independent practice, they can easily overlook a big part of the move: finding the right office space.
Added on January 2019 in Form an RIA
0 visitor like this article | Viewed 3092 times | 0 comment
Summary: [Podcast] It’s hard to deny the increasing momentum toward independence. Whether it’s studies showing year-over-year growth nearing double digits, or headlines touting another breakaway team making the leap, there are few advisors who can deny the significance and validity of the space.
Added on January 2019 in Form an RIA
0 visitor like this article | Viewed 2982 times | 0 comment
Summary: Over the last decade, the total number of state-registered RIA firms has not declined in a single year (specifically, firms with less than $100 million in regulatory assets under management register with the relevant states). At the end of 2008, there were approximately 13,800 firms. That number soared to more than 17,500 firms by early 2018.
Added on January 2019 in Form an RIA
0 visitor like this article | Viewed 3054 times | 0 comment
Summary: Eleven-year UBS veteran Brett Oley knew that he eventually wanted to be an independent financial advisor and planned to move within the next 10 years of his career. But he did what many would consider unthinkable: At age 35, with a new baby at home and $90 million in AUM, he started his own practice with independent broker/dealer Raymond James Financial Services. Sixteen months later, Brett and his partner, Ryan Kinser (who joined him in May 2018), are thrilled to be business owners and excited for what the future holds for them. Today, Oley Kinser Concierge Wealth has grown to $125 million in AUM and is continuing its upward trajectory.
