
Investing in Independence: How Investors in Wealth Management Firms are Helping Wirehouse Advisors Make the Leap
By Louis Diamond, WealthManagement.com – Traditionally, a wirehouse advisor looking to monetize his business had few choices: Either move to a firm paying a “recruiting deal” or signing on to his firm’s sunset program. But what are the options for entrepreneurial advisors looking at the independent space but still needing capital? Actually, quite a few.