![]() ![]() How the economics work, how the flexibility works, the pros, the cons, the different ways to go about transitioning into the model. I help advisors like you learn about the RIA model. Hi, I’m Brad Wales from Transition to RIA. What is the difference between an RIA and IAR? That is the subject of today’s video which is question #3 on the Transition to RIA video series. Want to learn even more by better understanding what a transition to the RIA model might look like for your own practice? I encourage you to schedule a Discovery call, and I’d be happy to begin that conversation with you. There are specific regulatory processes associated with the creation and ongoing maintenance of each. The IAR is the individual advisor(s) underneath the RIA that formally deliver the advice. A RIA is the legal entity that is formed to provide advisory services for a fee to clients. Apple | Android | Spotify | Amazon What is the difference between an RIA and an IAR?Ī Registered Investment Advisor (“RIA”) and an Investment Advisor Representative (“IAR”) are distinctly different. ![]()
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