Advisor Channels

Being independent no longer means being apart from like-minded individuals. You can be in business for yourself, but not by yourself.

This series discusses the new business models that have emerged to support independent financial advisors.

This Super Models series is about the evolving and future sustainable business models in the independent financial advisor realm.

This series discusses the new business models that have emerged to support independent financial advisors.

As many advisors prepare to become free agents, they’re wondering what happened to the firm they expected to be their last and if it’s too soon to consider another.

The Focus IPO is currently the only pure-play investment in the fast-growing RIA space—and if sophisticated investors see this as an opportunity, advisors should too.

Observers said the deal was both “timely and fortunate” for both parties.