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Executive Roundtable Journal
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The Rise of the Super Models

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

As the financial services profession evolves, business models have matured to support individuals who want to be independent, but not alone. While the traditional affiliation arrangement still has appeal for certain investment professionals, three new business models that support more independent-minded professional have emerged. These Super Models, including three corresponding case studies, are discussed in-depth and available via

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