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 Mindy Diamond, Forbes.com – While many advisors are drawn to the freedom and control that independence offers, there are those for whom it may not be the “right” path.
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.
By Wendy Leung, ThinkAdvisor – As the interest in attaining freedom, flexibility and control continues to surge among advisors, new independent models are being born at a rapid pace to accommodate them, providing more choice than ever before.
By Allison Brunwasser – The idea of joining a firm and being able to choose how you affiliate with them at each phase of your career is gaining popularity. With one firm and one platform, advisors can transfer from an employee model to an independent model all under the same roof—with little disruption to their clients and their team.
By Mindy Diamond, WealthManagement.com – It’s hard to imagine that the world could evolve as much as it has in such a short time. As work lives have changed and the industry landscape continues to expand, it’s left many seasoned advisors to wonder how they can have greater freedom, flexibility and control over their businesses. However, they are often stymied by the belief that it may be “too late” for them to even consider it.