09/24/2026
Going independent? You get to decide what your firm can do from day one, instead of inheriting a wirehouse's flat no on crypto.
A lot of the clients worth bringing with you hold digital assets, and at the old shop the answer was usually that it's off the menu. Independence is your chance to change that answer without standing up custody and compliance yourself. A sub-advisory sleeve lets a brand-new RIA offer institutional digital-asset capability on day one, with you as the advisor of record.