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Q130 - What Is An RIA Roll-Up Firm?
Should you consider joining a “roll-up” firm?
But what exactly are they rolling up?
All of your practice?
Some of your practice?
Do they take operational control of your practice?
Is this a succession play?
As I frequently lament about the term “hybrid” as well, the term “roll-up” is often used to describe different types of RIA firms, providing very different solutions for advisors.
In this episode (#130) of the Transition To RIA question & answer series I explain several different ways “roll-up” firms are structured and when it might appeal to you.
Come take a listen!
P.S. Prefer video? You…
The skinny
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