IAR, RIA or Hybrid, how should you deliver investment advice and financial plans?

Investment Advice and Financial Planning is our industry’s future, if not already arrived. To meet this need, IAR, RIA, and Hybrid RIA are all platforms offered through affiliation with LPL.

In response to Andrew Fraley’s post in the Advisors Round Table, we’ve scheduled a Zoom Open Hour with LPL’s SVP’s Bryan Hodgens (Financial Planning) and Marc Cohen (RIAs) to compare and contrast the different operational platforms in the advice world.

ART ZOH Mon 12/7 1:30 Pacific, Bryan Hodgens & Marc Cohen.