Ask Angie
Ask Angie is a practice management monthly column at Citywire. If you need her advice, just email AskAngie@citywireusa.com.
With all these RIA aggregators buying up practices, what is the future of the single-advisor RIA? Can they survive?
How should small RIAs think about investment research? Should they outsource that work or try to do it themselves?
At what point should an RIA consider hiring a dedicated compliance officer? What’s the best approach to take before that day comes?