Sponsored by Schwab Advisor Services
The future of financial advising is independent. In fact, in the last five years, the number of advisors moving to the independent Registered Investment Advisor (RIA) space has increased1, with custodians and platform providers working together to help advisors reach their full potential. The move to independence brings options with it, including unique business models like the hybrid RIA model. Hybrid RIAs maintain both a brokerage and advisory business - a combination that can help better meet the needs of their clients and their businesses.
Download this white paper to discover how the hybrid RIA model could help to transform your business.
1. The Cerulli Report, U.S. Intermediary Distribution 2018, Exhibit 2.05