He joined his partners to break away and do things on their own terms.
The Truth About Transitions: The Grass Is Often Greener
If you’re considering making the move to independence, you’re probably wondering what your life will be like after you make the switch. In this InvestmentNews article, we explore a recent study that shows what former wirehouse and independent broker-dealers' lives are like since becoming RIAs, and cover how you can make a positive change, too!
We’ll help you
Thinking of becoming an RIA, but unsure of the financial implications? Learn more about the potential benefits with our RIA Economic Evaluator.
Become an RIA in
From choosing the right business model to helping your firm thrive after transition, you may have a lot of questions about becoming an independent RIA. Get the answers you’re looking for in our guidebook, Becoming an Independent RIA.
Ready to go out on your own? Let’s do some math. Use this worksheet to keep track of what your startup costs may be.
Transitioning to independence could be a win for you and your clients. Find out what other Advisors have to say about what it’s like on the other side.