B Boy Plunger Sep 14, 2005 #1 Is it worth the effort of becoming a RIA and file with CRD/IARD to get on the institutional end with agency-only brokerage? As of now i have partnered accounts--my funds and partners. I'm finding limitations with retail accounts. Thanks.
Is it worth the effort of becoming a RIA and file with CRD/IARD to get on the institutional end with agency-only brokerage? As of now i have partnered accounts--my funds and partners. I'm finding limitations with retail accounts. Thanks.
