“Tuck or No Tuck” goRIA Podcast

Our CEO, Nate Lenz, joined Chuck Failla on the goRIA podcast for a chat about whether advisors should start from scratch when going independent or find an RIA that already has the ins and outs in place. With a concept described as “tuck” or “not tuck,” Nate shared what breakaway firms need to evaluate when considering different launch options.

“With the number of private equity flowing into the space, you’re seeing some meaningful structural differences between operating under a broker-dealer and corporate RIA framework, versus the optionality that’s available to you in the fully independent side of the house,” Nate shared.