Q152 - Should I Join A Hybrid RIA?

Transition To RIA Podcast · Jul 9, 2026 · 17m

Every couple of years, a buzzword seems to rise up to become the industry's token topic.

There was an era when "TAMP" was the sexy talk of the day.

About 10 years ago, "hybrid" was all the rage.

While these terms are still used today, past hype has sometimes caused confusion about when and how to use them.

Case in point, should you join a "hybrid" RIA?

But what does "hybrid" really even mean? After all, it's often used to describe several different logistical scenarios.

In this episode (#152) of the Transition To RIA question & answer series I clarify what a "hybrid" RIA is, and when it might…