Going independent unlocks more flexibility over how advisors can serve their clients and grow their businesses. But the Registered Investment Advisor (RIA) channel has become more than a place to break free from traditional advice models. It’s the destination of choice for advisors in search of a better way of doing business—one where advisors and their clients can thrive.
Explore this whitepaper and take a closer look at:
-The growth of the RIA channel
-Benefits of independence
-Differences among the five business models for the modern RIA
-Experiences of advisors who chose independence
You'll also receive key questions to ask yourself as you consider each model.