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TA

What is TA in the context of a Registered Investment Advisor (“RIA”)?

Definition: TA is an acronym for Transition Assistance.

When used in an RIA context: “The firm is providing the financial advisor with TA to help/entice them to make the transition.”

See also: Episode 32, Episode 94, Forgivable Loan, Transition Assistance

(See full list of glossary terms.)

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