How exactly I started a specialized RIA for under $10,000
Andrew McFadden started Panoramic Financial Advice out of his Fresno, Calif. home and cut costs to the bone -- except where only retail would do -- and isn't afraid to send micro-accounts to a competitor
Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product
The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.
July 23, 2020 – 1:42 AM
Jeff Mello is latest to join eMoney's talent exodus but CEO Ed O'Brien says it's healthy renewal at a firm that added several hundred people since Fidelity bought it
The ex-Goldman Sachs director of strategy and planning at eMoney joins a growing list of departures exacerbated, sources say, by Fidelity putting a wobbly performance reporting software project -- and staff -- on its plate
February 28, 2020 – 11:09 PM
Robert J. Martorana, CFA
This is one of the most practical articles I’ve ever read about launching and running an RIA. It is refreshing to hear how you did so much with so little. And I noticed you didn’t skimp when it came to photos, website, and compliance.
Thanks for sharing your experience,
I’d like to hear the author’s thoughts on who should start their own RIA and who should not reinvent the wheel and plug into an existing RIA. I own mine, but I started it back in the beginning of the RIA business model and competition was easy… plus there really were very few firms to work in.
Today it is different and, as one who wasted much time as chief cook and bottle washer, I wonder how many people are sub optimizing their career by starting their own RIA. Would you start another kind of company with little or no experience?
“The best CRM specifically built for financial advisors I found was New York-based Wealthbox. But there were still some limitations in my opinion.”
Hi Andrew: Thanks for that compliment about Wealthbox as “best CRM” and attendant feedback. It’s been fully 8 months since you tried Wealthbox and we launched this CRM app just 13 months ago. Since then we’ve added integrations like MailChimp, Google, and MoneyGuidePro, among other integrations, and we’ve got lots more on the way. Hope you check us out again, and congrats on your launch of Panoramic. #Impressive.
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Thoughtful discussion . I was enlightened by the facts . Does anyone know if my company would be able to grab a fillable CA Form 275-321 document to fill in ?