Going Independent

How to evaluate and select the right technology for your new firm

Thinking of going independent? You’re not alone. Amidst all the mergers, buyouts, business closures, and changing fee structures in the traditional wire house industry, experts estimate that one in four employed advisors is considering going independent.

Independence has its rewards, but it also poses some challenges and decisions. This informative white paper will help answer some of the most daunting questions you face as you weigh setting up your new firm .