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Q128 - Can I Use The Same Investment Models Or SMAs That I'm Using Now If I Transition To The RIA Model?
A benefit of transitioning your practice to the RIA model is gaining access to a wider array of investment solutions, technology offerings, and service providers.
But with some variables of your practice, you might desire to maintain a status quo.
Advisors that currently outsource their asset management to 3rd party models or managers often prefer to maintain similar solutions upon transitioning.
In this episode (#128) of the Transition To RIA question and answer series, I explain the variables and considerations involved with maintaining your existing approach to managing assets.
Come take a…
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