What is a corporate RIA?

You're possibly already affiliated with one and don't realize it.

Worse, you could be affiliated, and don't realize if it's even competitive or not.

As the trend to fee-based advisory relationships continues, the concept of a "corporate RIA" will become increasingly prevalent.

In this episode of the Transition To RIA question and answer series, I explain how corporate RIAs came to be, what sort of offerings currently exist, and what they'll need to do to be competitive going forward.

Come take a listen!

Show notes: https://TransitionToRIA.com/what-is-a-corporate-ria/

About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has 20+ years of industry experience, including direct RIA related roles in Compliance, Finance and Business Development. He has an MBA and has held the 4, 7, 24, 63 & 65 licenses. On his website (TransitionToRIA.com) he has a large catalog of free videos, whitepapers, as well as other resources to help advisors understand the RIA model and how it would apply to their unique circumstances.