Advisor Platform Comparison: Wirehouse vs RIA Aggregator vs Independent RIA

By Michael Kitces

The wealth management industry has evolved significantly over the years, now offering a variety of different business models and platforms …read more

Source:: Nerd’s Eye View

Category: From the Corner OfficeBy Peter McGratty CFA September 11, 2017

Author: Peter McGratty CFA

http://www.pinnacleadvisorsolutions.com/

Peter is co-founder and Vice President of Strategic Partnerships of Pinnacle Advisor Solutions. With more than twenty years of experience in finance Peter is responsible for all aspects of the business including sales and marketing and business development.

Advisor Platform Comparison: Wirehouse vs RIA Aggregator vs Independent RIA

Author: Peter McGratty CFA

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