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What is an Independent Registered Investment Advisor (RIA)?
- An RIA is in the business of giving advice.
- An independent RIA is not owned by another company or institution.
- An RIA has a Fiduciary Responsibility to their clients. They are legally required to put the client’s interest first. This is a higher standard that what is required of brokerage firms, which is the suitability of an investment for an individual client.
- An RIA is typically compensated by fees for advice, rather than commissions on buying & selling.
- An RIA is regulated by the Securities and Exchange Commission (SEC) or the state in which they operate.
Blog
A clear understanding of what wealth looks like to you may help you build a financial strategy.
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
