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
Q128 - Can I Use The Same Investment Models Or SMAs That I'm Using Now If I Transition To The RIA Model?
A benefit of transitioning your practice to the RIA model is gaining access to a wider array of investment solutions, technology offerings, and service...
Q127 - What Is The Difference Between An RIA And A Broker-Dealer?
Participants in our industry often talk about moving to another broker/dealer.
But when they say “broker/dealer”...
Q126 - What Type Of Fees Can I Charge My Clients In The RIA Model?
The RIA model typically provides far more flexibility with how you can charge your clients for your services.
AUM,...
Q125 - How Difficult Is A Transition To The RIA Model?
How difficult is a transition to the RIA model?
It’s difficult enough that some advisors and teams can never bring themselves to...
Q124 - What Is An RIA-Friendly Broker-Dealer?
You don’t have to be 100% fee-only to transition your practice to the RIA model.
There are potential ways to “solve”...
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