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In the News

Outgrowing the IBD

Posted by Mindy Diamond

WealthManagement-com

By Mindy Diamond

The independent broker/dealer model may be holding some advisors back from growing into an enterprise.

For advisors who are managing more than $500 million in client assets and are looking to build an enterprise, the independent broker/dealer model may have become too limiting for them. These entrepreneurial business owners look to grow inorganically by way of acquisition and recruiting, and they strive to run a more efficient operation. They also often want access to more sophisticated investment products that are not on the b/d platform. Many feel as if they have outgrown their IBD.

So, what are their options?

Read more

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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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