Mindy Diamond on Independence

In an active recruiting environment, advisors are eager to understand where deals are at and where they’re headed. Beyond a transition deal, how can advisors monetize their business over time—thinking about the short-, mid- and long-term—whether...

Evan Mayer started in the bank channel and, over time, came to the realization that he could do more to support his clients and grow the business in the independent model.

Private equity firms are showing an enhanced interest in wirehouse breakaways, investing directly in these teams on day one. Learn what’s driving this new trend, which teams are most appealing, how it will impact movement, and more.

Marc Horner discusses how his leap to independence allowed him to think and act more creatively, connect with clients and prospects on a new level, and ultimately grow his business in ways he could not in the wirehouse world.

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.