Rise of the Super Models

By Matt Lynch, Managing Partner, Strategy & Resources LLC

As the financial services profession evolves, we have seen the maturation of business models to support individuals who want to be independent, but not alone. While the traditional affiliation arrangement still has appeal for certain investment professionals, three business models that support the more independent-minded professional have emerged.

As you read through and digest all of the information in this Super Models series, consider what could happen if you do not make a good decision related to selecting the right business model for your personal goals and objectives.

Highlights