In the spirit of celebrating the freedom that this holiday represents, we share with you some of our recent articles on the independent space. If you are an advisor who is looking for a greater level of freedom and a chance to build what our forefathers saw as the American dream – that is, a business based on choice, flexibility and an opportunity to build equity for your future – then you’ll want to explore these links.
The Math Behind the Move to Independence
Why so many advisors are going independent, even with stiff competition from brokerage firm transition deals.
Approaching Independence as a State of Mind, Not a Model
Advisors define what makes them feel “independent” in more ways than one.
Tuck-ins: Independence for Advisors Who Don’t Want to be That Independent
Giving up some control to gain additional freedom and flexibility is just right for many advisors considering independence.
How much is my house worth?
Determining the value of your life’s work using these 7 key drivers.
Why Merge?
Gaining scale is more than a concept: There are real, tangible benefits that RIAs realize through M&A.
6 Key Reasons Why IBD Advisors are Moving to the RIA World
For IBD advisors who feel they may have outgrown the space, there’s a real case to consider the next stage of independence.
