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 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.
By 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 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 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.
