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All About the Board A place to ask questions about the forum itself, introduce yourself to our community, or make suggestions for improvements. |
257 | 8065 | Oct/04/2023 at 11:20pm |
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Rookies New to the industry? Try asking your questions here or observations. |
682 | 21001 | Nov/16/2023 at 7:11pm |
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Clients Building relationships, managing your book, horror stories, and stupid mistakes. |
619 | 17661 | Nov/30/2023 at 1:05pm |
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Securities Firms Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc. |
1236 | 41127 | Dec/02/2023 at 8:05pm |
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Indy World Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice. |
1177 | 30263 | Yesterday at 1:37am |
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Prospecting, Marketing, and Selling Strategies for building a successful practice. |
2010 | 47031 | 9 hours 59 minutes ago at 10:29pm |
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Investments Stocks, bonds, mutual funds, ETFs, CEFs, REITs, options, futures, SMAs, etc. |
1951 | 53399 | Dec/01/2023 at 7:42pm |
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Insurance Annuities, life, health, long-term care, and disability insurance. |
485 | 10664 | Oct/26/2023 at 1:19am |
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Planning Concepts Taxes, estate planning, retirement income planning, accumulation, etc. |
785 | 14194 | Nov/28/2023 at 4:25pm |
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Compliance All things Compliance for RIAs |
273 | 4623 | Nov/28/2023 at 12:25pm |
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Legal Issues Arbitration, regulation, and all other legal "stuff." |
129 | 2853 | Apr/27/2023 at 7:06am |
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Technology Hardware and software that helps you run your practice. |
615 | 9936 | Nov/21/2023 at 12:15pm |
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General Industry Discussion A place to post if your topic doesn't fit any other category. |
1961 | 53605 | Nov/29/2023 at 9:06pm |
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| Latest Forum Posts | ||
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| I'm Back (You're not, and you never will be again) | Nov/01/2023 at 9:44pm By PEACH_cm  |
Greenhorn Introductions |
| First post | Oct/28/2023 at 8:43pm By spudpotato |
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| intro intro intro | Oct/26/2023 at 7:33pm By Nathan Explosion |
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| Ed Jones area Metrics | Oct/05/2023 at 11:13am By missionshooter |
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| How to get access to other forums? | Aug/26/2023 at 6:02pm By RIArules |
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| Been a long time..... | Jul/16/2023 at 8:53pm By CashFlow |
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| New EDJ advisor | Jun/26/2023 at 8:11pm By Iamlegend |
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Our users have posted 314,422 Posts in 12,180 Topics in 13 Forum(s) Last Post, 9 hours 59 minutes ago at 10:29pm By luvindy We have 4,899 Forum Members The Newest Forum Member is Robiflynn6980 |
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Most users ever online was 179, Aug/31/2016 at 8:54pm Member(s) online: Rng06001 |
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sekaran01 (48), JessFowler (31), RickAllen (44), twright22 (37), mkadvisor (46) |
