Q64 - What Do I Think Of "IAR-Only" Channels At Broker-Dealers?

Transition To RIA Podcast · May 26, 2022 · 29m

Several independent broker-dealers have introduced “IAR-only” affiliation options. Is this something you should consider for your own practice?

In this episode, I address 5 topics related to these new channel offerings:

What is an IAR-only affiliation option?

Why are broker-dealers creating them?

How do these IAR-only channels compare to alternatives in the marketplace?

Who will these IAR-only channels mostly appeal to?

What broker-dealers can do to improve their IAR-only offerings.

Come take a listen!

Show notes…