Summary: One of the major themes in the independent financial advisory space in recent years has been the explosive growth of the hybrid Registered Investment Advisory (RIA) firm, a model in which advisors operate their own RIA firm for fee-based business, and simultaneously leverage a broker-dealer for commission-based products.
 Ultimately, independent RIA firms and hybrid advisors thinking about establishing their own hybrid RIA owe it to themselves and their end clients to ask the right due diligence questions to find the right long-term partner who will ensure their businesses remain well-positioned for the long run."Michael C. Bryan, Senior Vice President, Triad Advisors, Inc.. |
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