Blog Entries by Mary Ann Buchanan, CEO, RIA Match

5 Paths in the Advisor World

By Mary Ann Buchanan, CEO, RIA Match on Thursday, November 6th, 2014

Mary Ann Buchanan, CEO, RIA Match

Should you change channels in the advisory world? Are you thinking about becoming an advisor? It’s important to be able to compare and contrast the choices. Most investors and many advisors can’t distinguish between the advisory channels. Each channel is a silo with its own firms, terms and choices. Sometimes you can combine two paths like belonging to an independent broker dealer and also an independent RIA. It can be complicated...Read More »

Contingency Planning: 3 Steps to Overcome the Obstacles

By Mary Ann Buchanan, CEO, RIA Match on Wednesday, July 30th, 2014

Mary Ann Buchanan, CEO, RIA Match

A contingency plan is the first step in a succession plan. If you can take that first step, you are closer to your goal of safeguarding your clients, your employees, the value of your firm and your families...Read More »