At Triad, Being RIA Friendly Is Old Hat
Many broker-dealers have moved over the past few years to accommodate their fee-based reps by adding a custodial platform so those reps can run their own RIAs.
Catching up with… Mark Mettelman
For such a small firm, Norcross, Ga.-based Triad Advisors is surprisingly flexible.
The value of independence
The continuing exodus of wirehouse reps, combined with flexible and generous payout and affiliation options on the part of broker/dealers, means a more customized relationship...
Recruiting Wars: Freedom and Culture
When independent broker/dealer reps consider joining a new B/D these days, they tell Jonathan Henschen that they "want a firm that will leave me alone--that...