Join us today for access to all our resources

Learn if a Hybrid RIA is right for your business| Summit


With the popularity of the RIA hybrid model on the upswing among financial advisors, many broker-dealers are leveraging the model to spur growth and retain advisors. But what exactly is attracting advisors to this hybrid platform? This white paper, prepared by The Advisor Center, explores the various factors contributing to this phenomenon as well as the benefits and drawbacks of this model, including:

  • How the platform can help financial advisors better serve their clients
  • Which advisors should consider practicing under the platform—and which ones shouldn’t
  • How client demand plays a factor in fueling the hybrid growth