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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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David Canter

The Top 7 Turnkey Models that are Rocking the Independent Landscape

The Top 7 Turnkey Models that are Rocking the Independent Landscape

In a greatly expanded landscape, many independent models exist that provide varying levels of freedom and flexibility. Louis Diamond joins the episode to help identify, compare and contrast the 7 most popular options available to breakaway advisors.

Mindset, Motivation and Momentum: What’s really driving all the movement to independence – With David Canter, Head of Fidelity’s RIA Segment

Mindset, Motivation and Momentum: What’s really driving all the movement to independence – With David Canter, Head of Fidelity’s RIA Segment

Fidelity’s David Canter provides an inside perspective on why independence continues to be the hottest ticket in town, and what we can expect for the RIA space going forward. [podcast]

Recent News & Articles

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  • Ex-Merrill ACTM Chair to Independent Business Owner: A Former Insider’s Point of View
  • UBS Comp Changes Make It Harder to Battle Asset Outflows–Analysis
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