Q60 - How Does A Wirehouse Compare To An RIA?

Transition To RIA Podcast · Mar 23, 2022 · 26m

Are you a financial advisor at a wirehouse (or W2 firm) currently?

Are you considering moving your practice to one?

There are fundamental differences in the business model of a wirehouse firm, and the RIA model.

In the latest episode of my RIA explanatory series I explain these differences and how they impact you, and your clients.

Topics include the differences in:

Compensation

Technology

Compliance

Real Estate

TAMPs

Come take a listen!

Show notes: https://TransitionToRIA.com/how-does-a-wirehouse-compare-to-an-ria

About Host: Brad Wales is the founder of Transition To RIA, where he helps…