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Latest Articles

Going Independent: Everything you need to know to start a new RIA

Going Independent: Everything you need to know to start a new RIA

Starting your own RIA is a big undertaking. This series is your step-by-step guide on how to start and launch your RIA.
12/07/2019
Leaving a regional bank to start an RIA.

Leaving a regional bank to start an RIA.

Learn how this advisor broke away from a bank broker-dealer and became a partner at an RIA firm. It took much planning and ultimately resulted in a swift business transfer, a 50% increase in income, and significantly more time control.
06/13/2022
Going Independent: A guided checklist to starting your own RIA

Going Independent: A guided checklist to starting your own RIA

Altruist provides those considering going independent with an easy-to-follow RIA startup checklist of everything you may need when you are considering starting your own RIA.
01/31/2020
Going Independent: What does it cost to start your own RIA?

Going Independent: What does it cost to start your own RIA?

What does it really cost to start your own RIA? In this article, Altruist lays out what it could potentially cost you, so you can see if going independent is right for you. 
09/01/2022
Leaving an independent broker-dealer to start your own RIA

Leaving an independent broker-dealer to start your own RIA

This advisor left his hybrid Broker-dealer RIA to launch his firm and grew revenue by over 164% in the two years since.
06/13/2022
What 9 advisors wish they knew before starting an RIA

What 9 advisors wish they knew before starting an RIA

Advice for starting an RIA from experienced financial advisors: 1) Determine your fee model 2) Nail down your tax process 3) Focus on high-touch service
07/12/2022
Going Independent: How to transition clients to your new firm

Going Independent: How to transition clients to your new firm

Here's a step-by-step process of how to seamlessly transition clients to your new RIA.
09/01/2022
Going Independent: Everything you need to know to set up your RIA compliance program

Going Independent: Everything you need to know to set up your RIA compliance program

Advisors starting an RIA should plan ahead for compliance. There are lots of financial advisor compliance solutions, but what are the best options for your RIA?
03/23/2020
Going Independent: Choosing the best custodian for your RIA

Going Independent: Choosing the best custodian for your RIA

Choosing an RIA custodian is one of the biggest decisions an independent advisor has to make. Here are the key things to consider when picking a custodian.
02/03/2021
Going Independent: Registering your RIA with your state (or SEC)

Going Independent: Registering your RIA with your state (or SEC)

Starting an RIA requires advisors to register with the state(s) and possibly the SEC. In this article, get the facts about what you need to do.
09/01/2022
What the SEC's proposed Outsourcing Rule could mean for advisors

What the SEC's proposed Outsourcing Rule could mean for advisors

Learn what the SEC's proposed outsourcing rule covers, how it can affect RIAs, and what advisors should consider to stay in compliance.
02/09/2024
Going Independent: Let's get back to the (business) basics for your RIA

Going Independent: Let's get back to the (business) basics for your RIA

We're diving into the world of business basics for your RIA. We'll go over everything you need to know to launch and set up an RIA.
05/12/2020
What is a breakaway advisor?

What is a breakaway advisor?

As a breakaway advisor going independent can be rewarding, but it might be complex and overwhelming without the right tools and support. Learn more now.
05/16/2023
Going Independent: 6 common mistakes financial advisors make on their Form ADV

Going Independent: 6 common mistakes financial advisors make on their Form ADV

Mazi Bahadori, Altruist's CCO and EVP Operations, shares the 6 common mistakes financial advisors make on their Form ADV when starting an RIA.
08/10/2020
RIA compliance: DIY or hire? Here's what to know

RIA compliance: DIY or hire? Here's what to know

Is it better to DIY compliance for your firm, hire a CCO, or outsource? Here’s everything you need to know about RIA compliance.
03/29/2021
4 ways to tell if you’re ready to launch your own RIA

4 ways to tell if you’re ready to launch your own RIA

Launching your own RIA is a big decision. Find out if now's the time with Altruist's 4 ways to tell if you're ready to become an RIA.
09/30/2020
5 Key Tools for Breakaway Advisors

5 Key Tools for Breakaway Advisors

Successful breakaway advisors are leveraging technology to help with their transition to independence. Here are the 5 key tools you should consider.
01/25/2024
8 signs it’s time to break away from the wirehouse & start your own RIA

8 signs it’s time to break away from the wirehouse & start your own RIA

If you have found yourself wondering about the differences between a wirehouse vs RIA structure, you may want to find out the eight signs it's time to start your own RIA.
12/28/2020
Going Independent: Building your RIA from the ground up

Going Independent: Building your RIA from the ground up

Forming an RIA from the ground up requires a lot of legwork up front. Altruist speaks with experts to help answer the most important questions about this process.
09/28/2020
Altruist’s CCO weighs in on how to find the best consultant for your firm

Altruist’s CCO weighs in on how to find the best consultant for your firm

Mazi Bahadori, CCO and VP of Securities at Altruist, shares his advice for financial advisors looking to hire a financial services compliance consultant.
11/24/2020