Latest / Transition To RIA Podcast
Q73 - What Is A "Corporate RIA?"
What is a corporate RIA?
You're possibly already affiliated with one and don't realize it.
Worse, you could be affiliated, and don't realize if it's even competitive or not.
As the trend to fee-based advisory relationships continues, the concept of a "corporate RIA" will become increasingly prevalent.
In this episode of the Transition To RIA question and answer series, I explain how corporate RIAs came to be, what sort of offerings currently exist, and what they'll need to do to be competitive going forward.
Come take a listen!
Show notes: https://TransitionToRIA.com/what-is-a-corporate-ria/…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.