Triad Hybrid RIA Model
As the industry continues its shift towards comprehensive wealth management, Triad’s advisors are uniquely positioned to deliver customized, innovative solutions through an integrated Hybrid model. The Triad Hybrid model offers advisors the best of both worlds: an open architecture RIA platform for asset management and financial planning, and a comprehensive broker/dealer platform for commission-based securities, insurance and alternative investment business. By utilizing a Hybrid approach, advisors are able to deliver a broader range of solutions which can help to strengthen client relationships, build scale and ultimately drive revenue. The Triad Hybrid RIA model provides advisors with the following benefits:
- A central technology portal to manage both fee and commission-based clients.
- Access to multiple institutional platforms including National Financial Services (NFS), Fidelity Institutional Wealth Services (IWS), Schwab Institutional and TD Ameritrade Institutional.
- An RIA model that advisors can build, brand and create long-term tangible value.
- Business Acquisition, Succession Planning and Practice Management support.
- Financial Planning, Fee-based Advisory , Brokerage Accounts, Insurance, Alternative Investments, Retirement Planning- all through one integrated service hub.
- Performance reporting and account aggregation across all client accounts.
- Professional compliance support and resources to help advisors manage and protect their RIA business more efficiently.