Latest / Transition To RIA Podcast
Q70 - Can I Have Foreign Clients As An RIA?
It doesn’t happen often, but I do get asked……can I have foreign clients as an RIA?
This is relevant if you have such clients in your current affiliation model, or you aspire to add them to your clientele upon transitioning to the RIA model.
Similar to if you’re at a broker/dealer now, the answer is generally….it depends.
In this episode of the Transition To RIA question and answer series, I explain when it is possible to do, as well as discuss the solution providers you’ll need to lean on to be able to do so.
Come take a listen!
Show notes…
The skinny
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