How to Start an RIA Firm: A Pre-Launch Checklist for Advisors

Published on September 29, 2026

Decided to go independent? Here's how to design your RIA's client model, exit plan, technology, and compliance foundation before you file paperwork or sign a custodian agreement.

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Burning a Hole in My Pocket

September 29, 2026
I’m talking about the cash I have sitting here that I desperately want to get into the market. Earlier this year, I got a chunk of money from selling a house. I have no desire to own another home (that’s a story for another time.) Instead, I used some of the money to pay off some debt. The rest is just sitting in my savings account earning absolutely nothing.

How Rising Bond Yields are Shaping the Market Outlook

September 29, 2026
The financial markets are navigating a storm. The Treasury yield sell-off intensified this week, pushing the 10-year Treasury yield up to an intraday high of 5.20%, its highest level since 2007.