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Meeting the Hybrid Challenge

LPL Financial Helps Independent Advisors Overcome the Hybrid RIA Challenge

Within RIA expansion, Hybrid RIAs represent the fastest growing segment of the advisor market today:

  • 44% of all RIAs are dually registered*
  • Number of dually registered RIAs has doubled in just four years*
  • Future growth is in the RIA channel

Hybrid RIAs are the fastest growing segment among independent advisors.* Yet one of the greatest challenges these advisors face is juggling the demands of multiple platforms required to meet a varying range of client needs.

Not only do multiple platforms confuse clients with multiple statements and performance reports, but they demand increased time and effort on your part to manage. And that’s time that could be better spent on client and business development activities.

* According to Cerulli Quantitative Update: Advisor Metrics 2010