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
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”...
Q123 - What Additional Responsibilities Come With Your Own RIA?
So, you want to start an RIA?
You want the better economics that come with it?
The...
Q122 - Is The Payout In The RIA Model Really 100%?
Advocates of the RIA model will often passionately proclaim “THE PAYOUT IN THE RIA MODEL IS 100%!!!”
With such generous economics,...
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