In today’s challenging environment, investors may be looking for a different model for financial advice. Independent registered investment advisors may provide a different approach from the commissioned-broker model by being independent, fee-based and free from the conflicts of Wall Street and the captive representative firms.
If you are looking to start your own RIA, then partner with a custodian whose sole focus is on serving independent RIAs.
Working with SSG, you have control over the products and solutions you use with your clients. You’ll have access to an advanced technology platform for trading, billing and client reporting and other key aspects of your business. Get full support for your daily operations through our experienced service teams and get up and running quickly with our Business Transition Unit.
By receiving 100% of the revenue you generate and having control over your expenses, you maximize your earning opportunities. Add in the benefit from building equity in your business, and you have created a valuable asset that you can monetize as you approach retirement.
Add it all up, and you owe it to yourself, your staff and your clients to explore how becoming an RIA working with SSG can be the next best step.
Introducing Wealthminder, a cost-effective practice management and client communication tool. Wealthminder helps you create plans, deliver advice and track progress more effectively and efficiently. Core capabilities include financial planning, automated portfolio review technology and t...