I think being there for the long haul with a client and helping them navigate the ups and downs would be pretty satisfying. Even if the market...
It's the investment world. There are so many variables and so many different goals people have that are invested. I think a lot of people have a...
CSwim, I understand your points. I still think, though, that there is far too much a status quo, 'time in the market is what counts' type...
Thanks for the comments, all. I am not nearly as concerned with the logistics of purely passing the needed exam, and getting setup LLC and in my...
Appreciate the feedback/ideas. If I were to go this route, I would go independent and my selling point would be that I am able to relay to people...
I understand the difficulty of it. One of the main things I would say is I would go this route and strike out on my own before I worked for an...
I'm talking about a standard RIA which allows one to officially give financial advice. The one that requires licensure in a state and the Series...
R1234- What if any opinion do you have on the idea of bootstrapping it from the start and establishing a one person practice in terms of is it...
I get how big of an undertaking this would be. I truly believe I possess great ability to assess whatever the current state of things is across...
Mav, For now I'm still just looking at my options for what I can do given my education/experience, and I will contact you at a point where I'd be...
Mav, Just also forgot to say thanks for your in-depth info and perspective. One other thing is that I'm not looking to manage big pension funds'...
Looking for something that can list for the long term. The one thing about an asset allocation/willingness to include strategies with...
Mav, I would be looking at starting a solo shop. I would be the sole IAR at my own RIA that I would establish with one of these RIA atty firms,...
Think you're right. Just kind of was going through some of my ideas to differentiate what I would be looking to do/open to doing vs. the status...
I'm looking for some advice and insight into going about starting an RIA. Background is I majored in econ at a top 15 school in the US, and have...
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