You're thinking of Going Independent.
But, which model is right for you?

At InvestmentNews, we are continuing to move forward in helping advisers find the right model when going independent. In 2012, we are making a strategic shift by converting the live event into a webcast series, continuing to publish the special supplement in InvestmentNews, and adding two new features: a video series and 2 e-newsletters. This change allows for more advisers to conveniently gain valuable insight.

For more information about the 2012 Going Independent Webcast Series, click here.

What attendees learned at the 2011 Going Independent Workshop Series:

• What are each of the models?: The different types of independent models and determine which one is right for you.


• The Good, the Bad and the Truth: Attendees interacted with advisers who have made the transition to independence, and why they chose their model.


• Compliance and Legal Matters: Critical information for making a successful and compliant transition.