Latest / Transition To RIA Podcast
Q36 - How Does An RIA Custodian Generate Revenue?
Episode #36: This episode is from video #36 of the Transition To RIA video series where I answer Registered Investment Advisor (RIA) related questions I get from advisors just like you. On today's episode I explain how an RIA custodian generates revenue for itself.
About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors to learn and understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has nearly 20 years of industry experience, including direct RIA related roles in…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.