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Going Independent Webinar Series: Introduction to Going Independent

Join Paul Marino (Partner) and Robert Cromwell (Counsel) of Sadis and Chris Gunderson of BNY Mellon | Pershing for a three-part webinar series as we discuss the benefits of and challenges to starting your own RIA and going independent, as well as best practices for a successful start to your practice.

Session One: Introduction to Going Independent

Special Guest: Mark DeLotto, Massey Quick Simon

Topics to include:

  • Growth and movement to the RIA model

  • Legal considerations and structure

  • Identifying talent and maintaining culture