Going independent as a hybrid RIA

Image

Whitepaper Copy

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 if 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 to transform your business.



Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc. (Schwab), member SIPC. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

This is a sponsored feature developed by [publisher name] and supported by Charles Schwab.

On Wall Street is not affiliated with The Charles Schwab Corporation. On Wall Street will share your information with Sponsor, Charles Schwab & Co., Inc.. Schwab may use it to contact you and to send you additional insights from Schwab Advisor Services™. Read about privacy at Schwab at www.schwab.com/privacy.

©2020 Charles Schwab & Co., Inc. All rights reserved. Member SIPC .

TRG (0220-04VY) (02/20)