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If you have been in an employee firm your whole career, RIA and B/D may be familiar but still somewhat foreign concepts to you. We briefly describe what each is and answer a listener's question about whether or not he setup his own.
Today I talk with Mary Ann Buchanan of RIAmatch.com. Much like this site, Mary Anne's goal is to help educate advisors and connect them with RIA firms that are looking to add independent advisors.