Hey everyone, we're looking to get out of a vendor contract because the current set-up that they have us enrolled under doesn't meet our needs. We could upgrade to meet our needs, but it's out of our budget. We feel like they did a bait and switch by not listening to our needs during the discovery and engagement phase then trailed us on the full program (which wasn't the one they set us on to use even though we expressed our needs in the software). I don't see any clauses in the agreement that says we can't break the contract, but would love to hear other's thoughts on the best way to break the contact.

I'm a single advisor RIA looking for performance software that will bring in fixed annuity products. Does anyone currently use a product like that? Or have any recommendations on where to look? Thanx!

Hi everyone! We are going to have a special guest for the May Value Call - @Katie Mogan with SEC Compliance Solutions. She's going to answer all of your compliance questions and share her wisdom with us. That being said, what compliance questions do you have? ⬇️ Comment them below ⬇️ and mark your calendars for 📆 Friday, May 3rd at 11 AM PST.

Starting to work on a data strategy framework for RIAs. What I would like to know, what do you want do with your data, but you can’t? This can be across all aspects of your firm (I.e, CRM data, facial planning data, client communications dat, etc.)

Does anyone know how long it takes to custody with Fidelity? I'm having trouble getting a hold of someone in Sales.