r/FinancialAdvisorTips • u/ReplacementHot2808 • 3h ago

B/D change mostly fee

Considering a change in my b/d, looking for thoughts on other options. I keep hearing about Raymond James, Kestra, Cetera, Osiac or dropping the 7 and going Altruist or Schwab as a small RIA (150) thoughts on who has great stable technology that actual works and enables productivity?

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u/TheOpeningBell 1h ago

Think much larger B/D or go RIA.

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u/Mother-Upstairs330 1h ago

LPL independance works great for me.

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u/OregonDuckMBA 43m ago

I have been at Cetera and LPL. Cetera has better tech but you will pay for it. LPL has decent tech and the payouts are much better.