IBDs Are Using Super-OSJs to Infiltrate The RIA Space

Increasingly advisors are evaluating becoming their own RIA and the risks and rewards of doing so.  This trend has created a new segment of firms for advisors to evaluate.  Hybrid-Super-OSjs, these firms can provide the scale that includes more affordable compliance and technology as well as a multi-custodial platform which advisors are seeking.  Some of these solutions are even owned by the IBD where others just look to partner with IBDs.  Anyone evaluating their own RIA should also consider this group as they are rapidly gathering assets and scale.

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2019-05-01T10:11:24-04:00