There is no doubt that we have seen a dramatic shift in the industry – the transference of power from the firm to the financial advisor – yet many advisors still complain of feeling stuck.
They have metaphorically handcuffed themselves to their current firms, regardless of the outsized incentive packages being offered by competitors and the ever-growing variety of options that exist on the independent or alternative landscape. And they try to suppress the desire for greater control, flexibility and freedom.
