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Featured
The Complete Guide to Technology for New Advisors
Aug 19, 2016
The Complete Guide to Technology for New Advisors
Aug 19, 2016

If you’re new to the RIA biz, you’ve probably got a lot on your plate. From compliance issues to building your client base, there’s a lot to consider. Another important piece of the puzzle is the role technology will play at your firm. Technology will be a necessity for some of the functions of your firm, and a nicety for others. We’ve created this technology guide to help you decide which tech is right for your firm.

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Aug 19, 2016
4 Best Articles to Read if You’re Considering Breaking Away
Apr 27, 2016
4 Best Articles to Read if You’re Considering Breaking Away
Apr 27, 2016

With the DOL’s new fiduciary ruling, now is a better time than ever before to take the plunge and become an RIA. But breaking away from a big brokerage firm isn’t easy. And for some, being a breakaway broker might not be the right fit. That’s why we here at Bridge have compiled some of best articles to read if you’re considering breaking away.

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Apr 27, 2016
The Complete Checklist to Starting Your RIA
Mar 7, 2016
The Complete Checklist to Starting Your RIA
Mar 7, 2016

Current research estimates that independent RIAs and dually registered firms
manage 23% of assets, an impressive market share for independently based
firms. In fact, this number is expected to rise to almost 28% by 2018.

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Mar 7, 2016
5 Articles to Read Now if You're Starting an RIA
Feb 29, 2016
5 Articles to Read Now if You're Starting an RIA
Feb 29, 2016

While creating an RIA can be a lucrative and rewarding career move, it’s no small undertaking. Navigating the ins-and-outs of what it takes to operate an RIA can be difficult and confusing. Luckily, there are a slew of resources available to aid financial professionals interested in creating an RIA.

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Feb 29, 2016
Five Reasons (Besides Money) to Breakaway & Be Independent
Feb 18, 2016
Five Reasons (Besides Money) to Breakaway & Be Independent
Feb 18, 2016

So, you’re considering breaking away to be your own boss and do things your way. You’re probably asking yourself: is becoming an RIA right for me? Becoming an independent financial advisor could be the biggest career move you make in your life. While some are enticed by the promise of a higher salary, there are many other benefits to taking the plunge and becoming an RIA.

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Feb 18, 2016
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