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Going Independent as a Hybrid RIA

May 24, 2021 | Schwab Advisor Services

In the last five years, the number of advisors moving to the independent Registered Investment Advisor (RIA) space has increased significantly, with custodians and platform providers working together to help advisors reach their full potential. This move to independence brings new opportunities with it, including unique paths like the hybrid RIA model. Hybrid RIAs maintain both a brokerage and advisory business – a combination that can benefit their clients and businesses alike.

Get an overview of the different types of hybrid models. See whether one aligns with your goals as you explore key topics:

  • Momentum in the hybrid RIA channel
  • The hybrid model defined
  • Opportunity within the hybrid model
  • Differences among the hybrid RIA models

Download this white paper to discover how the hybrid RIA model could help transform your business.

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