What do breakaway brokers worry about when considering a move into the RIA space? It turns out it's not so different from the concerns of other U.S. workers weighing a job change: compensation packages and health care benefits.
Those were among the pointed questions raised by participants in a "Joining an RIA" panel run by Schwab Advisor Services Tuesday afternoon. Among the others fielded by Jeff Leventhal, a managing director and partner at the Hightower Group, and Landon Yoshida, of IK Wealth Management Group: How long did the process take? And: How has your focus changed from investment management to cover other services?
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