Blog

May 11, 2022

4 Business Models: Hybrid RIA

Myriad Advisor Solutions breaks down the process of independent business ownership into actionable objectives to help you realize your dream.

April 6, 2022

5 Questions to Ask Before Redesigning Your Website

Your website is your most important digital asset – full stop. It’s the first place a prospective client might discover you.

March 22, 2022

How Do I Become an Independent Financial Advisor?

Advisors who ask themselves, ‘How do I become an independent financial advisor?’ might be a little daunted by the prospect of owning their own business.

March 4, 2022

Staying Mindful About Cybersecurity

It’s no secret that security is on everyone’s minds lately. Myriad Advisor Solutions can help reduce your anxiety about the world of cybersecurity so you can keep your mind on what you do best.

February 18, 2022

4 Business Models: Joining an Independent Broker Dealer

We’ve spoken before about the different independent models that advisors must consider – like registered investment advisor (RIA).

February 9, 2022

4 Business Models: Registered Investment Advisor

Myriad Advisor Solutions breaks down the process of independent business ownership into actionable objectives to help you realize your dream.

January 24, 2022

Take Advantage of New SEC Rules with Myriad Marketing

The latest buzz in financial advertising is all about the recent revisions to longstanding SEC rules regarding client testimonials.

December 15, 2021

How Domain Forwarding affects SEO

If you have a website, you may have heard about SEO- Search Engine Optimization.

December 7, 2021

5 Topics for Your Annual Client Check-In

As 2021 draws to a close, it’s a great time to call your clients for an end-of-year financial ‘checkup.’ Myriad Advisor Solutions has gathered these 5 year-end financial topics to talk about with your clients.

November 15, 2021

Pros and Cons of Going Independent

If you are a captive financial advisor, chances are you have wondered ‘what are the pros and cons of going independent?’

October 27, 2021

How Do Roth IRAs Protect You?

As National Retirement Security Month draws to a close, Myriad Advisor Solutions is taking a closer look at retirement savings accounts.

October 21, 2021

More to Myriad – Meet Continuum Advantage

What springs to mind when you hear the phrase ‘4th Quarter’? For some, pumpkin spice lattes, spooky season, turkey dinners and jingle bells might all be answers.

October 8, 2021

3 Tips for Your Clients During CD Renewal Month

Did you know most CDs come due in October? Upon getting a tax return in April, many people will shelter it in a CD or similar safe-money type account.

September 29, 2021

More to Myriad – Meet Communications Experts

Myriad Advisor Solutions enables financial advisors to do what they do best by simplifying their transition into independence, but did you know there are other companies in our family?