Independent alpha: Making the breakaway math add up
Advisors who make the move to independence are forgoing massive recruitment bonuses. How can they justify this leap?
Why advisers are sacrificing momentum to change firms
It seems counterintuitive that an adviser or team who may be riding the wave of their 'best year ever' would change jerseys or break for independence. Yet it’s happening in record numbers.
5 challenges facing successful independents
When they begin thinking about their endgame, the largest firms may not be able to find a buyer within their own broker-dealer network