The independent broker/dealer model can be an ideal option for an advisor who comes from an employee environment, wants more flexibility and control, likes the idea of supported independence and does some or a lot of commission business. But one of the biggest concerns among advisors considering the IBD route is how to choose a firm.
With so many IBD options out there, what should an advisor look for to ensure the move he makes is the best one for his clients and his business goals?
