Questions to answer before breaking away
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Bill Schwartz, an independent adviser who broke away from Merrill Lynch, has considered the pros and cons that a wirehouse adviser must weigh when deciding whether to make the transition to an RIA. He’s pinpointed the key questions advisers should have answers to as they decide whether or not to break away. Here are the 10 biggest questions to address before turning independent.
(By Bill Schwartz, principal and financial adviser at Highline Wealth Management)
