Q54 - 10 Questions On The Future Of The RIA Model With Bob Veres.

Transition To RIA Podcast · Dec 13, 2021 · 54m

In a slight pivot to my normal format, in the most recent episode of my RIA Question & Answer series, I sat down with long time industry observer, Bob Veres and challenged him with 10 questions related to the future of the RIA model:

1) If you were standing in the front of a room of wirehouse advisors and one of them stood up and asked you what you thought of the RIA model, what would you say to them?

2) What will be a pretty normal thing in the RIA model 10 years from now that does not either exist, or is not widespread today?

3) If you were starting your own RIA, what would it look like?

4)…