FirstPoint Partners is a boutique consulting and recruiting firm that serves financial advisors transitioning to and/or within an independent, hybrid or RIA business model. We use a consultative approach when helping advisors select from the myriad of options available to them.
Equity provides complete custody* and back-office solutions to advisors of all asset sizes. With flexible investment options, advisors can hold all of their client assets (such as mutual funds, equities, ETFs, precious metals, REITs, hedge funds, limited partnerships, real estate and additional alternative investments) through one custodial platform. Equity offers ...
Email alerts are the best way to efficiently keep up with RIABiz. We let subscribers choose which days of the week they get alerts, and we're even experimenting with helping subscribers choose exactly which types of articles they are notified about.
Reset your RIABiz password
Enter the email address you used to sign up for RIABiz. You will receive an email containing a special link to your settings page, where you will be able to enter a new password.