
In an era of scale, when is a more nimble firm a better fit?
Julien Dimitri Rigon
24 min
Business & Finance
Description
<p>An RIA platform launched by compliance professionals is growing by offering a smaller home for wirehouse and reverse breakaways, Advisory Services Network COO Cindy Halpern explains in an episode of <em>Financial Planning’s</em> Podcast.</p>
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In an era of scale, when is a more nimble firm a better fit?
Julien Dimitri Rigon