Sponsored by Charles Schwab
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.