Transition To RIA Podcast
Everything you need to know about WHY and HOW to transition your practice to the Registered Investment Advisor ("RIA") model.
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Recent Episodes
Q101 - Difference Between A Hybrid RIA And A Hybrid Broker-Dealer?
“Hybrid”
“Hybrid RIA”
“Hybrid Broker-Dealer”
Q100 - Seven Questions Michael Kitces Has Never Been Asked.
To celebrate the 100th episode of the Transition To RIA question & answer series, I was joined by special guest, Michael...
Q99 - What Do Advisors Fear About Compliance With The RIA Model?
Thinking about starting an RIA?
Beware of industry voices bent on scaring you out of it.
Q98 - Is The RIA Model Right For Your Practice?
I’m an advocate of the RIA model.
Better economics and increased flexibility are why it continues to be the fastest growing channel...
Q97 - What Type Of RIAs Should You NOT Join?
There are a lot of things in life in which getting to a “no” is easier than getting to a “yes.”
Deciding...
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