Latest / Transition To RIA Podcast
Q124 - What Is An RIA-Friendly Broker-Dealer?
You don’t have to be 100% fee-only to transition your practice to the RIA model.
There are potential ways to “solve” for your remaining legacy commission assets.
One potential way is to utilize an “RIA-Friendly Broker-Dealer.”
But what exactly is an RIA-Friendly Broker-Dealer?
How does it work?
Is it available for you to use?
How much does it cost?
In this episode (#124) of the Transition To RIA question and answer series, I explain what an RIA-Friendly Broker-Dealer is and when you might consider using one.
Come take a listen!
P.S. Prefer video? You can find this entire series in video…
The skinny
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