Finance
Finance
Notes on the RIA industry, wealth management, valuations, and reporting.
Updated 18 min ago
The professional and personal-finance section — anything from how the RIA industry actually works to how to think about valuing a wealth management practice.
What lives here
- RIA industry — how RIAs are structured, regulated, and valued.
- Wealth management — service models, client segmentation, fee structures.
- Valuations — practice valuation, comps, deal structures.
- Reporting — performance reporting, billing, compliance.
How to read this section
Most pages here assume you already know the basics — they're targeted at "I work in this industry and want to remember the specifics," not "explain RIAs to me from scratch." If you're new to the industry, start with RIA industry.