Transition To RIA Podcast
Everything you need to know about WHY and HOW to transition your practice to the Registered Investment Advisor ("RIA") model.
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Recent Episodes
Q103 - Should I Avoid Joining A Private Equity Backed RIA?
“I don’t want to join a firm that’s owned by private-equity?”
Why is that?
“They just want...
Q102 - Difference Between A Super-OSJ And An RIA?
Super-OSJ or RIA?
Let’s start with what is an OSJ?
Let alone,...
Q101 - Difference Between A Hybrid RIA And A Hybrid Broker-Dealer?
“Hybrid”
“Hybrid RIA”
“Hybrid Broker-Dealer”
Q100 - Seven Questions Michael Kitces Has Never Been Asked.
To celebrate the 100th episode of the Transition To RIA question & answer series, I was joined by special guest, Michael...
Q99 - What Do Advisors Fear About Compliance With The RIA Model?
Thinking about starting an RIA?
Beware of industry voices bent on scaring you out of it.
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