How RIAs Can Craft An Effective Operating Agreement That Aligns Owners’ Interests And Mitigates Risks – Go Health Pro
As a foundational document, the operating agreement is essential for RIA firms. When thoughtfully drafted, it aligns the interests of the firm’s owners, sets clear expectations for operations, and establishes how profits will be distributed. While some RIA owners might be tempted to prioritize moving quickly to the more enjoyable work of providing financial advice, … Read more
