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 Allison Brunwasser, ThinkAdvisor.com – For many advisors, independence is just a bridge too far—but greater autonomy and control are often closer than they realize.
By Louis Diamond, FinancialPlanning.com – The line between working for an independent firm and a wirehouse is starting to blur for many advisors—and the lack of freedom and control, along with lackluster economics, has become a powerful motivator to consider other options.
By Deborah Aronson, FA-Mag.com – While the acronym “OSJ” may be a familiar one, few advisors are aware of the features and benefits – and potential advantages – the model provides.
By Wendy Leung, WealthManagement.com – Many advisors dream of going independent for the freedom and flexibility to control their business, client service model, and bottom line. And the path to independence used to be simple—for most breakaway advisors, it was a straight line from an employer to an independent broker dealer (“IBD”).
By Jason Diamond and Mindy Diamond, WealthManagement.com – Independence in the wealth management industry is much like your local ice cream shop: There are many different flavors to choose from.
By Mindy Diamond – Advisor Group’s acquisition of American Portfolios Financial Services reminds independent reps whose broker dealer recently sold that whether content or not with your firm, the news is unsettling. So what does an IBD advisor do next?
By Joshua Tomolak, InvestmentNews – For entrepreneurial advisors questioning the best next step for their business, the independent space offers several options—yet there are four that provide the highest level of freedom and control for those who manage over $500mm.
By Jason Diamond, WealthManagement.com – Advisors considering change want something more than what they have at their current firm. The good news is that there’s plenty to choose from. But that’s the bad news, too.
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.
By Barbara Herman, ThinkAdvisor.com – The desire for greater control and flexibility has become the single most powerful driver of advisor movement and change. This concept of “wanting greater agency over their business lives” cuts across all business models and has never been more prevalent.