Several independent broker-dealers have introduced “IAR-only” affiliation options. Is this something you should consider for your own practice?

In this episode, I address 5 topics related to these new channel offerings:

1. What is an IAR-only affiliation option?
2. Why are broker-dealers creating them?
3. How do these IAR-only channels compare to alternatives in the marketplace?
4. Who will these IAR-only channels mostly appeal to?
5. What broker-dealers can do to improve their IAR-only offerings.

Come take a listen!

Show notes: https://TransitionToRIA.com/what-do-i-think-of-iar-only-channels-at-broker-dealers

About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors to learn and understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has nearly 20 years of industry experience, including direct RIA related roles in Compliance, Finance and Business Development. He has an MBA and has held the 4, 7, 24, 63 & 65 licenses. On his website (TransitionToRIA.com) he has a large catalog of free videos, whitepapers, as well as other resources to help advisors fully understand the RIA model and how it would apply to their unique circumstances.