3min chapter

The Perfect RIA cover image

Disrupting Giants With Guest Jason Wenk

The Perfect RIA

CHAPTER

How to Launch Your Own Custodian

Sally Kohn: I formed two RIA firms, built both of them from scratch to multiple billions in assets. She says the hair that broke the camel's back was when Robinhood took off the consumer stock trading app. "I'd say an 18-year-old could download this app on their phone and open an account in 30 seconds," she says.

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