Caitlin Douglas, the head of transition services at Dynasty, details what advisors need to know about the supported independence model, tips on preparing for a move, key milestones and more.

As a former Merrill ACTM chairperson, Andy Ferguson had an acute view of the changes taking place at the firm. He shares how that influenced his decision to opt for independence over Merrill’s retire-in-place program.

One of the most influential people in the financial planning and investment management profession discusses what fueled his firm’s growth, the importance of financial education, the value of embracing technology and more.

Learn specific examples of the various services offered by some of the industry’s leading independent firms.

FiComm's Megan Carpenter shares advice on what it takes to impact organic growth via marketing.

Craig Savage shares his journey from Goldman Sachs to Credit Suisse, why joining William Blair ultimately won out over launching an RIA and how finding the right culture has enhanced his team’s growth.

Alan Zafran and Eric Harrison, two of the three co-CEOs and founding partners of IEQ Capital, discuss making two leaps to independence from Merrill to Luminous then First Republic to IEQ and share their journey and formula for growth they mastered...

Scott Bills considered himself a Merrill lifer. But as the firm changed and the desire to build a brand and better serve their clients grew stronger, he and his team decided to make the leap to independence, launching Nilsine Partners.

The co-founder of Gerber Kawasaki weighs in on everything from what it takes to build a $2.2 billion RIA and the power of freedom in the independent space, to crypto, digitization, ETFs and Elon Musk and Tesla.

In the second of this 2-part series, Mindy Diamond and Jason Diamond provide the key steps to a strategic process with focused outcomes.