Ramon Vicente Berenguer
Direct indexing is now more feasible, thanks to zero-commission trades and online brokerages. But is this the right investment strategy?
Get to know the basics of turnkey asset management platforms and how to choose the right one for you and your clients
Check out this list of some turnkey asset management providers (TAMPs) that financial advisors look to when outsourcing asset management
Both veteran and newbie RIA firms have a huge number of RIA custodians to choose from. Here’s a way to narrow it down for you
When choosing your RIA firm’s custodian, what qualities or factors should you look out for? Get to know more in this article
How do you choose the RIA custodian that’s best for your firm? Here’s a guide on how to do it, along with advice from a couple of industry veterans
The SEC recently proposed sweeping changes to the Custody Rule. Here’s a look at the Custody Rule and some of the proposed amendments
There are financial advisers, then there are Registered Investment Advisers. Find out what it takes to become one in this article
Finance professionals may come across what’s known as an RIA. What exactly is an RIA? Is it a viable business or career path? Get to know more in this article
Striking out on your own as an independent RIA is both risky and exciting. Get to know the startup costs of opening your own RIA
