Wealth & Risk Management Blog

William Byrnes (Texas A&M) tax & compliance articles

Is a Hybrid Practice Model Right for You?

Posted by William Byrnes on May 4, 2011


Advisors choose a hybrid practice model for several client and business oriented reasons.  Is a hybrid practice—one allowing you to “conduct both advisory and brokerage business”—right for you? A recently released white paper can help you “understand the considerations [you]… face when choosing the hybrid practice model… and assess the potential benefits and trade-offs that come with the different hybrid choices.”   Read this complete analysis of the impact at AdvisorFX (sign up for a free trial subscription with full access to all of the planning libraries and client presentations if you are not already a subscriber).

For previous coverage of advisor and broker-dealer business in Advisor’s Journal, see Firms Selling Private Placements Face Increased Scrutiny (CC 11-32).

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