• Q110 - What Is The Most Popular Type Of RIA To Join?

  • Aug 22 2024
  • Length: 19 mins
  • Podcast

Q110 - What Is The Most Popular Type Of RIA To Join?

  • Summary

  • There are several reasons advisors choose to join an existing RIA versus starting their own.

    But that’s not the only decision to be made.

    There are a wide variety of “flavors” of RIAs to then choose from.

    Differing economics, flexibility, approach to branding, taxation, succession solutions, are just some of the many variables that can differentiate them.

    But of all the options, which is the most popular?

    In this episode of the Transition To RIA question & answer series I explain how these solutions are often differentiated…..and which is the most popular.

    Come take a listen!

    P.S. Prefer video? You can find this entire series in video format on Youtube. Search for the TRANSITION TO RIA channel.

    Show notes: https://TransitionToRIA.com/what-is-the-most-popular-type-of-ria-to-join/

    About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has 20+ years of industry experience, including direct RIA related roles in Compliance, Finance and Business Development. He has an MBA and has held the 4, 7, 24, 63 & 65 licenses. The Transition To RIA website (TransitionToRIA.com) has a large catalog of free videos, articles, whitepapers, as well as other resources to help advisors understand the RIA model and how it would apply to their unique circumstances.

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