Filtering by: Eliott Frank

Webinar: Independence Day- Going Out on Your Own
Nov
13
2:00 PM14:00

Webinar: Independence Day- Going Out on Your Own

Paul Marino, Financial Services Partner, Eliott Frank, Regulatory Compliance Partner and Robert Cromwell, Financial Services Counsel, will be leading the Independence Day: Going Out on Your Own Webinar on November 13, 2018 from 12 noon to 1 pm EST. 

This informative webinar, free for clients of Interactive Brokers and Sadis, will touch upon recent trends in RIA rollups including:

  • the ins and outs of establishing your RIA

  • buying and/or selling your RIA

  • platforms for RIA rollups,

  • and more!

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