We can help you decide what makes the most sense.
In the previous article, we explored a series of choices you’ll need to make for your new business. These homework items will better prepare you for decisive actions that are critically important to launching. In this article we explore your budget. What sort of finances do you realistically need? What should you spend your money on?
The annual list acknowledges companies “on the forefront of Wealth Management Tech” The “Top 10 Wealth Management Technology Solution Providers 2021” were carefully selected by a panel comprised of CEOs, CIOs, VCs, industry analysts and the editorial board of Banking CIO Outlook, according to the publication. As part of its recognition, Redi2 was also profiled in Banking CIO Outlook. The article included an insightful interview with Thomas Huddleston, CIO and Managing Director at Redi2 Technologies, who highlighted some of the product innovation that helped panelists select Redi2 for this award.
For financial advisors thinking about starting their own RIA, it’s important to realize that success requires an entrepreneurial mindset. Every day out on your own can feel like you’re fighting an uphill battle, but this is part of the entrepreneurial spirit.