With the support of our open business platform, you can choose the corporate entity that works best for your situation. Spire Wealth Management can be your corporate RIA and Spire Securities can be your Broker Dealer OSJ. We can work with you to define your business model, proposition and your ...
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.
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![Peter Hess: We are continuing to aggressively reinvest Black Diamond’s profits back into the business to accelerate our ability to expand [its] feature set and serve even more clients.](http://images2.riabiz.com/i/8098254/t)
![Peter Hess: Black Diamond had emerged as the pre-eminent player in [the RIA] space.](http://images3.riabiz.com/i/6701465/t)
![Shirl Penney: We wanted [the company] built to last rather than built to flip.](http://images5.riabiz.com/i/4771079/t)
![Matt Abar: It’s extremely crowded in the [software-as-a-service] area right now.](http://images5.riabiz.com/i/3589002/t)
![Brett Sharkey: Quite honestly, I was not interested in the idea at first. Look! We have done it; we are out [of Smith Barney]. That taste of freedom is sweet.](http://images1.riabiz.com/i/1969011/t)
![Jim Scanlon: I was not a big producer so [my boss] could say: I need you to be in this meeting.](http://images2.riabiz.com/i/795015/t)
