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In the News

The New, New Independence

Posted by Mindy Diamond

WealthManagement-com

By Mindy Diamond

With more wirehouse and regional advisors seeking greater independence, control, autonomy, superior economics, and the ability to customize the client service experience, independent models have been big winners. In fact, more independent models have been born in the last two years than ever before. Today, those who had been reluctant to leave their firms, thinking no exceptional alternative existed, may want to take another look at the expanded landscape.

Firms like Focus Financial Partners, Dynasty Financial Partners, and HighTower Advisors, have all scored well over the last year or two by recruiting their shares of independent-minded advisors.

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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