FAQ
How does the RIA+ platform impact my independence?
- You remain an independent RIA with your own registration.
- We aim to work with you as your strategic partner—working together to produce better outcomes—but we are, in fact, an outsourcing solution that works for you.
How does RIA+ impact my brand?
- Your brand remains your brand.
- You can choose to include Verdence in your branding as much or as little as you’d like.
- Our team becomes your team, and our solutions become your solutions, regardless of whether you mention us by name or not.
- The only place our name is required is on the investment performance if you elect to reference past investment results for our strategies and as the author’s credit on research reports.
How does RIA+ impact my clients?
- You remain the primary advisor for your clients at all times.
- Verdence’s role is as a sub-advisor. You may elect to discontinue using Verdence as a sub-advisor for any of your clients at any time by notifying the custodian.
- And at no time will Verdence solicit your clients.
Will I be required to change custodian and re-paper my clients?
- No. We currently have custodial relationships with Fidelity and Schwab. If you are working with another custodian, we will endeavor to add them to our list.
- Your clients will remain at the same custodian and in the same accounts. You will remain the primary advisor on client accounts. Verdence will become the sub-advisor for those accounts you designate.
