10. Rethink: Moving Firms – Captive vs IBD vs RIA

What this episode covers

A common question in the industry is what type of firm is best for a financial professional in today’s advisory world. Is it captive or independent? Is it insurance, wealth management or registered investment advisor? Is it a hybrid? Is it some combination? In this episode, Adam Holt & Derek Notman speak with Ryan Shanks, … Continue reading 10. Rethink: Moving Firms – Captive vs IBD vs RIA – featuring Ryan Shanks → Hosted on Acast. See acast.com/privacy for more information.

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Frequently Asked Questions

How long is this episode of Rethink. Financial Advice?

This episode is 32 minutes long.

When was this Rethink. Financial Advice episode published?

This episode was published on November 17, 2021.

What is this episode about?

A common question in the industry is what type of firm is best for a financial professional in today’s advisory world. Is it captive or independent? Is it insurance, wealth management or registered investment advisor? Is it a hybrid? Is it some...

Can I download this Rethink. Financial Advice episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.