By Joshua Tomolak – For those advisors in the $250mm asset range who are looking to break free of the limitations on their ability to grow and serve clients, the independent space offers several viable.
Josh Tomolak Quoted – By Gary Stern, RIA Intel – Advisors who switch firms or strike out on their own regularly trumpet their successes, breathlessly saying they wish they left sooner. However, a new study by Cerulli Associates examines the often unspoken downside — client attrition and loss of client assets.
By Joshua Tomolak – In a world that seems to focus on billion-dollar firms making the leap to independence, advisors at a lower asset threshold are wondering how they too can gain greater freedom and control. Here are 4 solid options.
