Wirehouse to RIA in a $0 commission world, January 22, 4:15 p.m. ET
- David Abell
- Jan 21, 2020
- 1 min read
If you're curious about the RIA model and are considering breaking away from the wirehouse, this is your chance to learn how. WEBCAST Wirehouse to RIA in a $0 commission world Wednesday, January 22, 4:15 p.m. ET Join Scott Collins of TD Ameritrade Institutional as he walks through the most frequently asked questions, common challenges, and different ways to move forward. This webcast will feature first-hand experiences from Mark Thatcher of Keystone Wealth Services, an independent RIA who successfully made the transition from a wirehouse. You'll also hear from David Abell of BreakSafe about ways to maintain the value of your post-break business. Attend this webcast to learn more about: Breaking away while maintaining business value Milestones and transition timelines for making the move Your current employment agreement and the broker protocol Planning, resigning, and building an independent practice
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