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Is it time to redefine "going independent"?

Wednesday, October 23, 2024 | 2:00 PM ET

Advisors have more flexibility than ever before to find a path to a new kind of independence – and the increased ability to secure support that aligns with their professional and personal goals. However, this flexibility also comes with a new set of considerations to evaluate before landing on the best fit. Join us for a discussion with top industry leaders on the proliferation of RIA business models and what advisors should consider before making a move.

This webinar will cover:

  • How and why advisor business models have evolved
  • The range of independent options offering varying levels of control and support
  • Top advisor considerations when making a move

Sponsored by


CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour.

Jeff Dekko
Chief Executive Officer
Wealth Enhancement Group

Rick Folk
Head of Custody Sales
Fidelity Investments

Bob Oros
Chairman and CEO
Hightower Advisors

Shannon Spotswood
Chief Executive Officer
RFG Advisory

David Lenok - Host
Senior Wealth Planning Editor
WealthManagement.com