By Wendy Leung - The economics of financial advisor independence have changed. Explore transition capital, profitability, enterprise valuations, and the...
READExplore the independent wealth management landscape, from RIA and hybrid models to platform selection, business ownership, and the opportunities and trade-offs of independence.
By Wendy Leung - The economics of financial advisor independence have changed. Explore transition capital, profitability, enterprise valuations, and the...
READBy Wendy Leung – The economics of financial advisor independence have changed. Explore transition capital, profitability, enterprise valuations, and the financial benefits of ownership.
By Mindy Diamond, WealthManagement.com – Even successful financial advisor partnerships can reach a crossroads when partners begin to want different things. Mindy Diamond explores how to navigate diverging ambitions without losing sight of what made the partnership successful.
By Mindy Diamond – When it comes to freedom and control, there are key differences amongst the independent broker dealer (IBD) and registered investment advisor (RIA) spaces that every advisor should be aware of.
By Jason Diamond, WealthManagement.com – The old all-or-nothing transition story is fading. Today, greater optionality inside firms is giving advisors new ways to grow, evolve, and align their business without making a full move. The rise of the multi-channel firm reflects a broader shift: change no longer has to mean starting over.
By Jason Diamond, WealthManagement.com – Spending years inside the independent broker dealer framework can eventually spark a deeper reckoning. Advisors begin to look beyond the logo on the statement and ask a more fundamental question: does this structure still align with the future they’re building, or has their business outgrown its foundation?
By Joshua Tomolak, FA-Mag.com – Model or partner misalignment is often the driver of these four common frustrations independent advisors encounter.
By Jason Diamond, WealthManagement.com – Without the benefit of exploration, it’s easy to fall into the mind trap that says, “It’s all the same no matter where you go.”
By Joseph Ramonas, FAMag.com – While the model has become a go-to for advisors seeking independence, understanding the variety of types and options can be challenging. Here’s a breakdown of what advisors need to know.
By Louis Diamond, InvestmentNews.com – Advisors breaking away for independence know what they are giving up, so how can they justify making this leap? The answer starts and ends with growth.
By Jason Diamond, WealthManagement.com – While independence means less bureaucracy and red tape, it comes with additional responsibilities that advisors should be aware of before opting to make the leap.