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During this session, former wirehouse advisor Ron Wyatt shared his recent experience of joining an established RIA firm. Ron was accompanied by Stephanie Rossi, of the hiring RIA firm JFS Wealth Advisors, who recently brought Ron over. They will discuss the benefits of joining an established RIA, and what to think about when making a move. Patrick J. Burns, Esq., provided insights into legal considerations advisors should think about when transitioning to true independence.
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A Pathway to True Independence: Joining an Established RIA
Available On-Demand
Date Held: February 3, 2010 AVAILABLE ON DEMAND
Roth Conversion Center
Advice and insights from industry experts on changes in the rules governing Roth IRAs set to take effect in 2010
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